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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 | $123,184 | $201,344-38.8% | $184,243-33.1% | $145,877-15.6% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 11.00% | 29.01%-18.0pp | 28.82%-17.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,563 | $7,022-77.7% | $6,427-75.7% | $4,663-66.5% |
| Participant deferral / active EE | $6,015 | $9,807-38.7% | $9,132-34.1% | $6,691-10.1% |
| Admin fee / account holder | $6,940 | $16,382-57.6% | $13,914-50.1% | $13,402-48.2% |