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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 | $139,706 | $176,786-21.0% | $146,643-4.7% | $167,536-16.6% |
| Participation rate | 69.2% | 83.6%-14.4pp | 80.1%-10.8pp | 82.1%-12.9pp |
| Annual return | 14.35% | 24.04%-9.7pp | 22.75%-8.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $2,300 | $5,161-55.4% | $4,137-44.4% | $4,839-52.5% |
| Participant deferral / active EE | $3,998 | $6,440-37.9% | $5,506-27.4% | $6,342-37.0% |
| Admin fee / account holder | $589 | $13,262-95.6% | $10,280-94.3% | $12,315-95.2% |