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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 | $129,265 | $182,442-29.1% | $163,379-20.9% | $138,895-6.9% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 16.89% | 72.74%-55.8pp | 63.41%-46.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,651 | $4,159-60.3% | $3,752-56.0% | $4,194-60.6% |
| Participant deferral / active EE | $4,713 | $6,817-30.9% | $6,282-25.0% | $6,396-26.3% |
| Admin fee / account holder | $7,198 | $10,396-30.8% | $9,818-26.7% | $12,562-42.7% |