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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 | $126,748 | $172,111-26.4% | $150,298-15.7% | $137,256-7.7% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 13.05% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,529 | $4,636-67.0% | $4,154-63.2% | $4,156-63.2% |
| Participant deferral / active EE | $3,169 | $6,166-48.6% | $5,453-41.9% | $6,407-50.5% |
| Admin fee / account holder | $17,207 | $16,471+4.5% | $14,116+21.9% | $12,270+40.2% |