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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 | $185,312-43.9% | $161,489-35.6% | $154,746-32.8% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.7%-37.0pp | 80.7%-39.0pp |
| Annual return | 21.93% | 103.84%-81.9pp | 89.72%-67.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,434 | $4,769-69.9% | $4,268-66.4% | $4,379-67.2% |
| Participant deferral / active EE | $2,747 | $6,350-56.7% | $5,630-51.2% | $6,730-59.2% |
| Admin fee / account holder | $2,638 | $18,654-85.9% | $16,006-83.5% | $14,365-81.6% |