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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 | $133,344 | $162,821-18.1% | $133,978-0.5% | $158,982-16.1% |
| Participation rate | 60.9% | 83.2%-22.4pp | 79.8%-19.0pp | 82.0%-21.1pp |
| Annual return | 20.25% | 41.95%-21.7pp | 45.10%-24.8pp | 302.99%-282.7pp |
| Employer contribution / active EE | $2,126 | $4,976-57.3% | $3,919-45.8% | $4,763-55.4% |
| Participant deferral / active EE | $4,185 | $5,910-29.2% | $5,047-17.1% | $5,983-30.1% |
| Admin fee / account holder | $8,042 | $11,742-31.5% | $8,930-9.9% | $11,252-28.5% |