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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 | $124,132 | $156,616-20.7% | $133,346-6.9% | $198,609-37.5% |
| Participation rate | 60.9% | 77.7%-16.8pp | 72.8%-12.0pp | 82.4%-21.5pp |
| Annual return | 14.70% | 44.25%-29.6pp | 36.85%-22.2pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,214 | $3,368-64.0% | $2,853-57.5% | $5,055-76.0% |
| Participant deferral / active EE | $4,079 | $4,920-17.1% | $4,332-5.8% | $6,977-41.5% |
| Admin fee / account holder | $475 | $17,468-97.3% | $14,264-96.7% | $19,030-97.5% |