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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 | $112,281 | $172,111-34.8% | $150,298-25.3% | $137,256-18.2% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 17.49% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,805 | $4,636-17.9% | $4,154-8.4% | $4,156-8.5% |
| Participant deferral / active EE | $9,370 | $6,166+52.0% | $5,453+71.8% | $6,407+46.3% |
| Admin fee / account holder | $549 | $16,471-96.7% | $14,116-96.1% | $12,270-95.5% |