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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 | $181,062-44.4% | $158,223-36.4% | $155,188-35.1% |
| Participation rate | 47.6% | 82.7%-35.0pp | 79.2%-31.6pp | 80.8%-33.2pp |
| Annual return | 18.65% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,130 | $4,565-75.2% | $4,109-72.5% | $4,248-73.4% |
| Participant deferral / active EE | $3,496 | $6,134-43.0% | $5,467-36.0% | $6,531-46.5% |
| Admin fee / account holder | $7,595 | $18,825-59.7% | $16,047-52.7% | $14,480-47.5% |