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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 | $174,379-40.8% | $152,093-32.2% | $138,895-25.7% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 19.52% | 74.86%-55.3pp | 66.36%-46.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $987 | $4,652-78.8% | $4,175-76.4% | $4,194-76.5% |
| Participant deferral / active EE | $4,994 | $6,159-18.9% | $5,451-8.4% | $6,396-21.9% |
| Admin fee / account holder | $3,475 | $16,880-79.4% | $14,497-76.0% | $12,562-72.3% |