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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 | $106,046 | $172,111-38.4% | $150,298-29.4% | $137,256-22.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 71.49% | 69.37%+2.1pp | 62.79%+8.7pp | 220.34%-148.9pp |
| Employer contribution / active EE | $896 | $4,636-80.7% | $4,154-78.4% | $4,156-78.4% |
| Participant deferral / active EE | $5,355 | $6,166-13.2% | $5,453-1.8% | $6,407-16.4% |
| Admin fee / account holder | $628 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |