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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 | $121,123 | $182,442-33.6% | $163,379-25.9% | $138,895-12.8% |
| Participation rate | 29.4% | 79.8%-50.4pp | 76.8%-47.4pp | 79.9%-50.5pp |
| Annual return | 13.16% | 72.74%-59.6pp | 63.41%-50.3pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,158 | $4,159-72.2% | $3,752-69.1% | $4,194-72.4% |
| Participant deferral / active EE | $1,448 | $6,817-78.8% | $6,282-77.0% | $6,396-77.4% |
| Admin fee / account holder | $2,358 | $10,396-77.3% | $9,818-76.0% | $12,562-81.2% |