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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 | $123,272 | $172,111-28.4% | $150,298-18.0% | $137,256-10.2% |
| Participation rate | 23.5% | 81.7%-58.2pp | 77.8%-54.2pp | 80.0%-56.4pp |
| Annual return | 17.58% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $996 | $4,636-78.5% | $4,154-76.0% | $4,156-76.0% |
| Participant deferral / active EE | $2,293 | $6,166-62.8% | $5,453-57.9% | $6,407-64.2% |
| Admin fee / account holder | $516 | $16,471-96.9% | $14,116-96.3% | $12,270-95.8% |