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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 | $125,570 | $172,111-27.0% | $150,298-16.5% | $137,256-8.5% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 20.02% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,239 | $4,636-30.1% | $4,154-22.0% | $4,156-22.1% |
| Participant deferral / active EE | $6,173 | $6,166+0.1% | $5,453+13.2% | $6,407-3.6% |
| Admin fee / account holder | $4,465 | $16,471-72.9% | $14,116-68.4% | $12,270-63.6% |