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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 | $119,976 | $152,592-21.4% | $125,180-4.2% | $152,885-21.5% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 24.51% | 54.84%-30.3pp | 43.79%-19.3pp | 345.39%-320.9pp |
| Employer contribution / active EE | $1,827 | $4,947-63.1% | $3,866-52.7% | $4,763-61.6% |
| Participant deferral / active EE | $3,107 | $5,868-47.1% | $4,937-37.1% | $5,851-46.9% |
| Admin fee / account holder | $2,073 | $13,435-84.6% | $9,703-78.6% | $11,598-82.1% |