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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 | $136,945 | $181,062-24.4% | $158,223-13.4% | $155,188-11.8% |
| Participation rate | 42.9% | 82.7%-39.8pp | 79.2%-36.3pp | 80.8%-37.9pp |
| Annual return | 17.31% | 57.39%-40.1pp | 52.09%-34.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,432 | $4,565-68.6% | $4,109-65.2% | $4,248-66.3% |
| Participant deferral / active EE | $3,718 | $6,134-39.4% | $5,467-32.0% | $6,531-43.1% |
| Admin fee / account holder | $1,110 | $18,825-94.1% | $16,047-93.1% | $14,480-92.3% |