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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 | $140,176 | $172,111-18.6% | $150,298-6.7% | $137,256+2.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.43% | 69.37%-52.9pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,670 | $4,636-64.0% | $4,154-59.8% | $4,156-59.8% |
| Participant deferral / active EE | $3,345 | $6,166-45.7% | $5,453-38.6% | $6,407-47.8% |
| Admin fee / account holder | $522 | $16,471-96.8% | $14,116-96.3% | $12,270-95.7% |