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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 | $146,339 | $174,379-16.1% | $152,093-3.8% | $138,895+5.4% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 17.26% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,105 | $4,652-76.3% | $4,175-73.5% | $4,194-73.7% |
| Participant deferral / active EE | $3,370 | $6,159-45.3% | $5,451-38.2% | $6,396-47.3% |
| Admin fee / account holder | $1,128 | $16,880-93.3% | $14,497-92.2% | $12,562-91.0% |