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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 | $108,970 | $182,442-40.3% | $163,379-33.3% | $138,895-21.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 14.69% | 72.74%-58.0pp | 63.41%-48.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,128 | $4,159-72.9% | $3,752-69.9% | $4,194-73.1% |
| Participant deferral / active EE | $1,852 | $6,817-72.8% | $6,282-70.5% | $6,396-71.0% |
| Admin fee / account holder | $6,814 | $10,396-34.5% | $9,818-30.6% | $12,562-45.8% |