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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 | $103,152 | $185,312-44.3% | $161,489-36.1% | $154,746-33.3% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 19.52% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $987 | $4,769-79.3% | $4,268-76.9% | $4,379-77.5% |
| Participant deferral / active EE | $4,994 | $6,350-21.4% | $5,630-11.3% | $6,730-25.8% |
| Admin fee / account holder | $3,475 | $18,654-81.4% | $16,006-78.3% | $14,365-75.8% |