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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 | $146,322 | $211,239-30.7% | $178,528-18.0% | $145,877+0.3% |
| Participation rate | 45.5% | 80.8%-35.3pp | 77.1%-31.6pp | 80.3%-34.8pp |
| Annual return | 10.44% | 30.22%-19.8pp | 27.11%-16.7pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,009 | $4,570-77.9% | $3,950-74.5% | $4,663-78.4% |
| Participant deferral / active EE | $1,482 | $6,963-78.7% | $6,278-76.4% | $6,691-77.9% |
| Admin fee / account holder | $763 | $12,095-93.7% | $10,419-92.7% | $13,402-94.3% |