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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 | $137,472 | $211,224-34.9% | $178,505-23.0% | $145,897-5.8% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 13.21% | 30.28%-17.1pp | 27.16%-13.9pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,096 | $4,577-76.0% | $3,955-72.3% | $4,663-76.5% |
| Participant deferral / active EE | $6,096 | $6,966-12.5% | $6,280-2.9% | $6,689-8.9% |
| Admin fee / account holder | $1,060 | $12,109-91.2% | $10,428-89.8% | $13,390-92.1% |