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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 | $131,406 | $254,759-48.4% | $216,567-39.3% | $198,609-33.8% |
| Participation rate | 52.6% | 84.5%-31.9pp | 81.6%-29.0pp | 82.4%-29.7pp |
| Annual return | 20.76% | 10.04%+10.7pp | 12.94%+7.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $3,244 | $6,096-46.8% | $5,216-37.8% | $5,055-35.8% |
| Participant deferral / active EE | $4,620 | $6,948-33.5% | $6,191-25.4% | $6,977-33.8% |
| Admin fee / account holder | $852 | $26,311-96.8% | $21,981-96.1% | $19,030-95.5% |