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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 | $129,808 | $157,829-17.8% | $136,867-5.2% | $198,609-34.6% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 16.39% | 51.25%-34.9pp | 42.97%-26.6pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,729 | $3,923-55.9% | $3,547-51.3% | $5,055-65.8% |
| Participant deferral / active EE | $4,947 | $5,463-9.4% | $4,924+0.5% | $6,977-29.1% |
| Admin fee / account holder | $5,213 | $11,107-53.1% | $10,340-49.6% | $19,030-72.6% |