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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 | $126,402 | $182,442-30.7% | $163,379-22.6% | $138,895-9.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 15.55% | 72.74%-57.2pp | 63.41%-47.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,734 | $4,159-58.3% | $3,752-53.8% | $4,194-58.7% |
| Participant deferral / active EE | $5,484 | $6,817-19.6% | $6,282-12.7% | $6,396-14.3% |
| Admin fee / account holder | $1,247 | $10,396-88.0% | $9,818-87.3% | $12,562-90.1% |