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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 | $130,853 | $209,336-37.5% | $197,124-33.6% | $137,256-4.7% |
| Participation rate | 44.4% | 87.3%-42.9pp | 86.7%-42.3pp | 80.0%-35.5pp |
| Annual return | 15.58% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,590 | $6,591-75.9% | $6,227-74.5% | $4,156-61.7% |
| Participant deferral / active EE | $3,819 | $9,614-60.3% | $9,135-58.2% | $6,407-40.4% |
| Admin fee / account holder | $627 | $17,308-96.4% | $16,298-96.2% | $12,270-94.9% |