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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 | $94,451 | $174,379-45.8% | $152,093-37.9% | $138,895-32.0% |
| Participation rate | 16.7% | 81.6%-65.0pp | 77.8%-61.1pp | 79.9%-63.3pp |
| Annual return | 16.94% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,223 | $4,652-73.7% | $4,175-70.7% | $4,194-70.8% |
| Participant deferral / active EE | $1,835 | $6,159-70.2% | $5,451-66.3% | $6,396-71.3% |
| Admin fee / account holder | $1,629 | $16,880-90.3% | $14,497-88.8% | $12,562-87.0% |