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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 | $118,745 | $181,062-34.4% | $158,223-25.0% | $155,188-23.5% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 12.78% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,154 | $4,565-74.7% | $4,109-71.9% | $4,248-72.8% |
| Participant deferral / active EE | $4,355 | $6,134-29.0% | $5,467-20.3% | $6,531-33.3% |
| Admin fee / account holder | $768 | $18,825-95.9% | $16,047-95.2% | $14,480-94.7% |