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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 | $124,066 | $154,209-19.5% | $130,062-4.6% | $139,487-11.1% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 17.56% | 32.52%-15.0pp | -137.37%+154.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $3,434 | $5,292-35.1% | $4,322-20.6% | $4,755-27.8% |
| Participant deferral / active EE | $4,172 | $6,709-37.8% | $5,821-28.3% | $6,713-37.8% |
| Admin fee / account holder | $1,298 | $13,988-90.7% | $10,601-87.8% | $11,407-88.6% |