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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 | $100,836 | $172,111-41.4% | $150,298-32.9% | $137,256-26.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 14.57% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,524 | $4,636-67.1% | $4,154-63.3% | $4,156-63.3% |
| Participant deferral / active EE | $4,409 | $6,166-28.5% | $5,453-19.1% | $6,407-31.2% |
| Admin fee / account holder | $1,201 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |