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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 | $126,724 | $184,014-31.1% | $161,149-21.4% | $138,895-8.8% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.8%-14.6pp | 79.9%-15.6pp |
| Annual return | 11.39% | 21.52%-10.1pp | 21.16%-9.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,448 | $5,055-71.4% | $4,360-66.8% | $4,194-65.5% |
| Participant deferral / active EE | $5,645 | $6,909-18.3% | $6,153-8.3% | $6,396-11.7% |
| Admin fee / account holder | $5,308 | $18,027-70.6% | $15,194-65.1% | $12,562-57.7% |