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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 | $131,008 | $176,402-25.7% | $134,155-2.3% | $158,931-17.6% |
| Participation rate | 54.5% | 78.7%-24.2pp | 72.2%-17.6pp | 82.0%-27.4pp |
| Annual return | 10.19% | 63.64%-53.4pp | 36.33%-26.1pp | 302.86%-292.7pp |
| Employer contribution / active EE | $1,634 | $5,041-67.6% | $3,704-55.9% | $4,761-65.7% |
| Participant deferral / active EE | $4,034 | $4,092-1.4% | $3,499+15.3% | $5,982-32.6% |
| Admin fee / account holder | $19,245 | $8,719+120.7% | $6,685+187.9% | $11,247+71.1% |