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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 | $108,901 | $196,972-44.7% | $182,262-40.3% | $198,609-45.2% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 17.70% | 158.27%-140.6pp | 140.60%-122.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $1,720 | $5,364-67.9% | $5,046-65.9% | $5,055-66.0% |
| Participant deferral / active EE | $4,367 | $8,643-49.5% | $8,276-47.2% | $6,977-37.4% |
| Admin fee / account holder | $1,199 | $18,429-93.5% | $16,712-92.8% | $19,030-93.7% |