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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 | $115,317 | $211,288-45.4% | $178,540-35.4% | $145,884-21.0% |
| Participation rate | 40.9% | 80.8%-39.9pp | 77.1%-36.2pp | 80.3%-39.4pp |
| Annual return | 21.43% | 30.27%-8.8pp | 27.15%-5.7pp | 551.85%-530.4pp |
| Employer contribution / active EE | $1,672 | $4,574-63.4% | $3,953-57.7% | $4,662-64.1% |
| Participant deferral / active EE | $3,289 | $6,967-52.8% | $6,281-47.6% | $6,690-50.8% |
| Admin fee / account holder | $1,381 | $12,105-88.6% | $10,424-86.7% | $13,392-89.7% |