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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 | $127,829 | $152,619-16.2% | $125,195+2.1% | $152,909-16.4% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 21.32% | 54.85%-33.5pp | 43.79%-22.5pp | 345.46%-324.1pp |
| Employer contribution / active EE | $3,121 | $4,947-36.9% | $3,866-19.3% | $4,764-34.5% |
| Participant deferral / active EE | $5,110 | $5,869-12.9% | $4,937+3.5% | $5,851-12.7% |
| Admin fee / account holder | $523 | $13,437-96.1% | $9,704-94.6% | $11,601-95.5% |