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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 | $134,286 | $157,829-14.9% | $136,867-1.9% | $198,609-32.4% |
| Participation rate | 60.0% | 77.2%-17.2pp | 74.5%-14.5pp | 82.4%-22.4pp |
| Annual return | 14.72% | 51.25%-36.5pp | 42.97%-28.2pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,078 | $3,923-72.5% | $3,547-69.6% | $5,055-78.7% |
| Participant deferral / active EE | $5,242 | $5,463-4.0% | $4,924+6.5% | $6,977-24.9% |
| Admin fee / account holder | $5,743 | $11,107-48.3% | $10,340-44.5% | $19,030-69.8% |