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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 | $139,057 | $165,399-15.9% | $149,745-7.1% | $158,982-12.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 18.52% | 348.34%-329.8pp | 276.72%-258.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $4,611 | $5,105-9.7% | $4,646-0.7% | $4,763-3.2% |
| Participant deferral / active EE | $4,081 | $7,183-43.2% | $6,843-40.4% | $5,983-31.8% |
| Admin fee / account holder | $906 | $10,811-91.6% | $9,312-90.3% | $11,252-91.9% |