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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 | $140,217 | $157,276-10.8% | $141,177-0.7% | $152,885-8.3% |
| Participation rate | 61.9% | 84.8%-22.9pp | 82.5%-20.6pp | 82.5%-20.5pp |
| Annual return | 27.46% | 64.33%-36.9pp | 71.40%-43.9pp | 345.39%-317.9pp |
| Employer contribution / active EE | $2,736 | $5,262-48.0% | $4,736-42.2% | $4,763-42.6% |
| Participant deferral / active EE | $3,940 | $7,110-44.6% | $6,710-41.3% | $5,851-32.7% |
| Admin fee / account holder | $5,011 | $12,123-58.7% | $10,263-51.2% | $11,598-56.8% |