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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 | $137,705 | $156,616-12.1% | $133,346+3.3% | $198,609-30.7% |
| Participation rate | 37.5% | 77.7%-40.2pp | 72.8%-35.3pp | 82.4%-44.9pp |
| Annual return | 12.55% | 44.25%-31.7pp | 36.85%-24.3pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,044 | $3,368-69.0% | $2,853-63.4% | $5,055-79.4% |
| Participant deferral / active EE | $3,273 | $4,920-33.5% | $4,332-24.5% | $6,977-53.1% |
| Admin fee / account holder | $15,472 | $17,468-11.4% | $14,264+8.5% | $19,030-18.7% |