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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 | $159,724 | $182,442-12.5% | $163,379-2.2% | $138,895+15.0% |
| Participation rate | 35.0% | 79.8%-44.8pp | 76.8%-41.8pp | 79.9%-44.9pp |
| Annual return | 13.96% | 72.74%-58.8pp | 63.41%-49.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,683 | $4,159-59.5% | $3,752-55.1% | $4,194-59.9% |
| Participant deferral / active EE | $4,824 | $6,817-29.2% | $6,282-23.2% | $6,396-24.6% |
| Admin fee / account holder | $2,214 | $10,396-78.7% | $9,818-77.4% | $12,562-82.4% |