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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 | $141,218 | $227,399-37.9% | $189,758-25.6% | $198,609-28.9% |
| Participation rate | 61.5% | 84.0%-22.5pp | 79.8%-18.3pp | 82.4%-20.8pp |
| Annual return | 12.73% | 61.03%-48.3pp | 52.62%-39.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $2,068 | $5,526-62.6% | $4,767-56.6% | $5,055-59.1% |
| Participant deferral / active EE | $4,511 | $6,837-34.0% | $5,856-23.0% | $6,977-35.3% |
| Admin fee / account holder | $4,710 | $25,162-81.3% | $20,388-76.9% | $19,030-75.3% |