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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,679 | $172,111-41.5% | $150,298-33.0% | $137,256-26.6% |
| Participation rate | 47.6% | 81.7%-34.1pp | 77.8%-30.1pp | 80.0%-32.3pp |
| Annual return | 18.65% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,130 | $4,636-75.6% | $4,154-72.8% | $4,156-72.8% |
| Participant deferral / active EE | $3,496 | $6,166-43.3% | $5,453-35.9% | $6,407-45.4% |
| Admin fee / account holder | $7,595 | $16,471-53.9% | $14,116-46.2% | $12,270-38.1% |