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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 | $172,111-23.4% | $150,298-12.3% | $137,256-4.0% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 12.77% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,710 | $4,636-63.1% | $4,154-58.8% | $4,156-58.9% |
| Participant deferral / active EE | $5,992 | $6,166-2.8% | $5,453+9.9% | $6,407-6.5% |
| Admin fee / account holder | $3,635 | $16,471-77.9% | $14,116-74.2% | $12,270-70.4% |