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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 | $132,284 | $162,136-18.4% | $152,301-13.1% | $154,746-14.5% |
| Participation rate | 38.5% | 84.1%-45.6pp | 82.4%-44.0pp | 80.7%-42.2pp |
| Annual return | 13.92% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,088 | $4,890-77.8% | $4,624-76.5% | $4,379-75.2% |
| Participant deferral / active EE | $3,184 | $8,341-61.8% | $8,004-60.2% | $6,730-52.7% |
| Admin fee / account holder | $10,682 | $15,759-32.2% | $14,398-25.8% | $14,365-25.6% |