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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 | $130,168 | $172,111-24.4% | $150,298-13.4% | $137,256-5.2% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 12.95% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,248 | $4,636-73.1% | $4,154-70.0% | $4,156-70.0% |
| Participant deferral / active EE | $4,527 | $6,166-26.6% | $5,453-17.0% | $6,407-29.3% |
| Admin fee / account holder | $5,266 | $16,471-68.0% | $14,116-62.7% | $12,270-57.1% |