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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 | $116,407 | $181,062-35.7% | $158,223-26.4% | $155,188-25.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 21.90% | 57.39%-35.5pp | 52.09%-30.2pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,250 | $4,565-72.6% | $4,109-69.6% | $4,248-70.6% |
| Participant deferral / active EE | $4,981 | $6,134-18.8% | $5,467-8.9% | $6,531-23.7% |
| Admin fee / account holder | $1,196 | $18,825-93.6% | $16,047-92.6% | $14,480-91.7% |