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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 | $174,379-25.4% | $152,093-14.4% | $138,895-6.3% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 12.95% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,248 | $4,652-73.2% | $4,175-70.1% | $4,194-70.3% |
| Participant deferral / active EE | $4,527 | $6,159-26.5% | $5,451-17.0% | $6,396-29.2% |
| Admin fee / account holder | $5,266 | $16,880-68.8% | $14,497-63.7% | $12,562-58.1% |