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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 | $142,818 | $154,228-7.4% | $145,433-1.8% | $137,256+4.1% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 21.09% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,051 | $4,804-78.1% | $4,554-76.9% | $4,156-74.7% |
| Participant deferral / active EE | $3,048 | $8,216-62.9% | $7,897-61.4% | $6,407-52.4% |
| Admin fee / account holder | $756 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |