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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 | $127,606 | $182,442-30.1% | $163,379-21.9% | $138,895-8.1% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 17.93% | 72.74%-54.8pp | 63.41%-45.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,361 | $4,159-43.2% | $3,752-37.1% | $4,194-43.7% |
| Participant deferral / active EE | $3,384 | $6,817-50.4% | $6,282-46.1% | $6,396-47.1% |
| Admin fee / account holder | $982 | $10,396-90.6% | $9,818-90.0% | $12,562-92.2% |