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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 | $121,163 | $114,013+6.3% | $103,693+16.8% | $155,188-21.9% |
| Participation rate | 53.8% | 75.2%-21.4pp | 72.6%-18.8pp | 80.8%-27.0pp |
| Annual return | 18.04% | 49.31%-31.3pp | 47.61%-29.6pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,136 | $3,131-63.7% | $2,920-61.1% | $4,248-73.3% |
| Participant deferral / active EE | $3,886 | $4,970-21.8% | $4,579-15.1% | $6,531-40.5% |
| Admin fee / account holder | $338 | $8,407-96.0% | $7,858-95.7% | $14,480-97.7% |