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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 | $141,632 | $154,193-8.1% | $130,045+8.9% | $139,466+1.6% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.5%-34.1pp | 80.3%-35.9pp |
| Annual return | 16.83% | 32.51%-15.7pp | -137.30%+154.1pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,145 | $5,292-78.4% | $4,321-73.5% | $4,754-75.9% |
| Participant deferral / active EE | $5,139 | $6,709-23.4% | $5,820-11.7% | $6,712-23.4% |
| Admin fee / account holder | $611 | $13,989-95.6% | $10,600-94.2% | $11,409-94.6% |