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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 | $129,922 | $172,111-24.5% | $150,298-13.6% | $137,256-5.3% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 14.92% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,385 | $4,636-70.1% | $4,154-66.7% | $4,156-66.7% |
| Participant deferral / active EE | $2,548 | $6,166-58.7% | $5,453-53.3% | $6,407-60.2% |
| Admin fee / account holder | $328 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |