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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 | $123,066 | $152,592-19.3% | $125,180-1.7% | $152,885-19.5% |
| Participation rate | 63.2% | 83.3%-20.2pp | 79.8%-16.6pp | 82.5%-19.3pp |
| Annual return | 22.13% | 54.84%-32.7pp | 43.79%-21.7pp | 345.39%-323.3pp |
| Employer contribution / active EE | $1,360 | $4,947-72.5% | $3,866-64.8% | $4,763-71.4% |
| Participant deferral / active EE | $4,106 | $5,868-30.0% | $4,937-16.8% | $5,851-29.8% |
| Admin fee / account holder | $3,662 | $13,435-72.7% | $9,703-62.3% | $11,598-68.4% |