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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 | $113,270 | $211,288-46.4% | $178,540-36.6% | $145,884-22.4% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 13.05% | 30.27%-17.2pp | 27.15%-14.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,741 | $4,574-61.9% | $3,953-56.0% | $4,662-62.7% |
| Participant deferral / active EE | $5,565 | $6,967-20.1% | $6,281-11.4% | $6,690-16.8% |
| Admin fee / account holder | $375 | $12,105-96.9% | $10,424-96.4% | $13,392-97.2% |