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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 | $117,261 | $171,272-31.5% | $127,803-8.2% | $152,909-23.3% |
| Participation rate | 43.8% | 83.5%-39.7pp | 79.0%-35.3pp | 82.5%-38.7pp |
| Annual return | 28.06% | 23.54%+4.5pp | 26.14%+1.9pp | 345.46%-317.4pp |
| Employer contribution / active EE | $1,336 | $5,451-75.5% | $4,576-70.8% | $4,764-72.0% |
| Participant deferral / active EE | $3,171 | $7,043-55.0% | $6,023-47.4% | $5,851-45.8% |
| Admin fee / account holder | $445 | $14,540-96.9% | $9,399-95.3% | $11,601-96.2% |