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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 | $99,456 | $172,111-42.2% | $150,298-33.8% | $137,256-27.5% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 19.44% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $903 | $4,636-80.5% | $4,154-78.3% | $4,156-78.3% |
| Participant deferral / active EE | $6,604 | $6,166+7.1% | $5,453+21.1% | $6,407+3.1% |
| Admin fee / account holder | $588 | $16,471-96.4% | $14,116-95.8% | $12,270-95.2% |