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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 | $121,259 | $172,111-29.5% | $150,298-19.3% | $137,256-11.7% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 13.47% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,816 | $4,636-60.8% | $4,154-56.3% | $4,156-56.3% |
| Participant deferral / active EE | $6,039 | $6,166-2.0% | $5,453+10.8% | $6,407-5.7% |
| Admin fee / account holder | $1,135 | $16,471-93.1% | $14,116-92.0% | $12,270-90.8% |