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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 | $114,182 | $162,812-29.9% | $133,971-14.8% | $158,966-28.2% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 21.00% | 41.94%-20.9pp | 45.09%-24.1pp | 302.95%-281.9pp |
| Employer contribution / active EE | $1,852 | $4,976-62.8% | $3,919-52.8% | $4,762-61.1% |
| Participant deferral / active EE | $3,063 | $5,910-48.2% | $5,047-39.3% | $5,983-48.8% |
| Admin fee / account holder | $4,128 | $11,741-64.8% | $8,929-53.8% | $11,250-63.3% |