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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 | $125,383 | $157,829-20.6% | $136,867-8.4% | $198,609-36.9% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 5.08% | 51.25%-46.2pp | 42.97%-37.9pp | 202.70%-197.6pp |
| Employer contribution / active EE | $1,321 | $3,923-66.3% | $3,547-62.8% | $5,055-73.9% |
| Participant deferral / active EE | $5,046 | $5,463-7.6% | $4,924+2.5% | $6,977-27.7% |
| Admin fee / account holder | $2,190 | $11,107-80.3% | $10,340-78.8% | $19,030-88.5% |