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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 | $139,863 | $114,013+22.7% | $103,693+34.9% | $155,188-9.9% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 17.22% | 49.31%-32.1pp | 47.61%-30.4pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,270 | $3,131-59.4% | $2,920-56.5% | $4,248-70.1% |
| Participant deferral / active EE | $4,275 | $4,970-14.0% | $4,579-6.6% | $6,531-34.5% |
| Admin fee / account holder | $726 | $8,407-91.4% | $7,858-90.8% | $14,480-95.0% |