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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 | $134,284 | $232,540-42.3% | $185,117-27.5% | $147,585-9.0% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 16.90% | 43.03%-26.1pp | 40.50%-23.6pp | 578.57%-561.7pp |
| Employer contribution / active EE | $1,806 | $5,195-65.2% | $4,182-56.8% | $4,876-63.0% |
| Participant deferral / active EE | $4,935 | $5,834-15.4% | $5,045-2.2% | $5,439-9.3% |
| Admin fee / account holder | $2,385 | $10,275-76.8% | $8,159-70.8% | $10,885-78.1% |