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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 | $120,445 | $182,442-34.0% | $163,379-26.3% | $138,895-13.3% |
| Participation rate | 15.0% | 79.8%-64.8pp | 76.8%-61.8pp | 79.9%-64.9pp |
| Annual return | 16.46% | 72.74%-56.3pp | 63.41%-46.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,127 | $4,159-72.9% | $3,752-70.0% | $4,194-73.1% |
| Participant deferral / active EE | $2,041 | $6,817-70.1% | $6,282-67.5% | $6,396-68.1% |
| Admin fee / account holder | $3,382 | $10,396-67.5% | $9,818-65.6% | $12,562-73.1% |