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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 | $125,588 | $172,111-27.0% | $150,298-16.4% | $137,256-8.5% |
| Participation rate | 56.5% | 81.7%-25.2pp | 77.8%-21.2pp | 80.0%-23.4pp |
| Annual return | 14.49% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,465 | $4,636-68.4% | $4,154-64.7% | $4,156-64.8% |
| Participant deferral / active EE | $3,636 | $6,166-41.0% | $5,453-33.3% | $6,407-43.2% |
| Admin fee / account holder | $5,878 | $16,471-64.3% | $14,116-58.4% | $12,270-52.1% |