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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 | $114,131 | $172,111-33.7% | $150,298-24.1% | $137,256-16.8% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 20.31% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,370 | $4,636-70.5% | $4,154-67.0% | $4,156-67.0% |
| Participant deferral / active EE | $2,618 | $6,166-57.5% | $5,453-52.0% | $6,407-59.1% |
| Admin fee / account holder | $15,060 | $16,471-8.6% | $14,116+6.7% | $12,270+22.7% |