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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 | $185,312-28.9% | $161,489-18.4% | $154,746-14.9% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 12.77% | 103.84%-91.1pp | 89.72%-76.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,710 | $4,769-64.1% | $4,268-59.9% | $4,379-60.9% |
| Participant deferral / active EE | $5,992 | $6,350-5.6% | $5,630+6.4% | $6,730-11.0% |
| Admin fee / account holder | $3,635 | $18,654-80.5% | $16,006-77.3% | $14,365-74.7% |