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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 | $112,628 | $148,623-24.2% | $135,974-17.2% | $139,466-19.2% |
| Participation rate | 59.1% | 83.9%-24.8pp | 81.9%-22.8pp | 80.3%-21.2pp |
| Annual return | 15.45% | 79.30%-63.8pp | 68.30%-52.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,647 | $5,246-68.6% | $4,859-66.1% | $4,754-65.3% |
| Participant deferral / active EE | $4,688 | $8,103-42.1% | $7,760-39.6% | $6,712-30.2% |
| Admin fee / account holder | $540 | $12,406-95.6% | $10,767-95.0% | $11,409-95.3% |