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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 | $84,288 | $172,111-51.0% | $150,298-43.9% | $137,256-38.6% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 23.58% | 69.37%-45.8pp | 62.79%-39.2pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,635 | $4,636-43.2% | $4,154-36.6% | $4,156-36.6% |
| Participant deferral / active EE | $2,938 | $6,166-52.3% | $5,453-46.1% | $6,407-54.1% |
| Admin fee / account holder | $314 | $16,471-98.1% | $14,116-97.8% | $12,270-97.4% |