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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 | $142,119 | $157,829-10.0% | $136,867+3.8% | $198,609-28.4% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 16.40% | 51.25%-34.9pp | 42.97%-26.6pp | 202.70%-186.3pp |
| Employer contribution / active EE | $907 | $3,923-76.9% | $3,547-74.4% | $5,055-82.1% |
| Participant deferral / active EE | $3,390 | $5,463-37.9% | $4,924-31.1% | $6,977-51.4% |
| Admin fee / account holder | $3,217 | $11,107-71.0% | $10,340-68.9% | $19,030-83.1% |