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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 | $122,627 | $183,516-33.2% | $155,534-21.2% | $145,884-15.9% |
| Participation rate | 40.9% | 82.7%-41.8pp | 78.2%-37.3pp | 80.3%-39.4pp |
| Annual return | 12.03% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,184 | $5,315-77.7% | $4,675-74.7% | $4,662-74.6% |
| Participant deferral / active EE | $2,007 | $6,467-69.0% | $5,630-64.4% | $6,690-70.0% |
| Admin fee / account holder | $1,032 | $19,293-94.6% | $15,900-93.5% | $13,392-92.3% |