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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 | $103,947 | $172,111-39.6% | $150,298-30.8% | $137,256-24.3% |
| Participation rate | 41.7% | 81.7%-40.0pp | 77.8%-36.1pp | 80.0%-38.3pp |
| Annual return | 21.93% | 69.37%-47.4pp | 62.79%-40.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,434 | $4,636-69.1% | $4,154-65.5% | $4,156-65.5% |
| Participant deferral / active EE | $2,747 | $6,166-55.4% | $5,453-49.6% | $6,407-57.1% |
| Admin fee / account holder | $2,638 | $16,471-84.0% | $14,116-81.3% | $12,270-78.5% |