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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 | $131,753 | $227,399-42.1% | $189,758-30.6% | $198,609-33.7% |
| Participation rate | 42.9% | 84.0%-41.1pp | 79.8%-36.9pp | 82.4%-39.5pp |
| Annual return | 12.77% | 61.03%-48.3pp | 52.62%-39.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $1,710 | $5,526-69.1% | $4,767-64.1% | $5,055-66.2% |
| Participant deferral / active EE | $5,992 | $6,837-12.4% | $5,856+2.3% | $6,977-14.1% |
| Admin fee / account holder | $3,635 | $25,162-85.6% | $20,388-82.2% | $19,030-80.9% |