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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 | $138,936 | $211,288-34.2% | $178,540-22.2% | $145,884-4.8% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 17.20% | 30.27%-13.1pp | 27.15%-9.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,441 | $4,574-68.5% | $3,953-63.5% | $4,662-69.1% |
| Participant deferral / active EE | $5,722 | $6,967-17.9% | $6,281-8.9% | $6,690-14.5% |
| Admin fee / account holder | $4,400 | $12,105-63.6% | $10,424-57.8% | $13,392-67.1% |