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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 | $129,767 | $157,829-17.8% | $136,867-5.2% | $198,609-34.7% |
| Participation rate | 60.0% | 77.2%-17.2pp | 74.5%-14.5pp | 82.4%-22.4pp |
| Annual return | 5.43% | 51.25%-45.8pp | 42.97%-37.5pp | 202.70%-197.3pp |
| Employer contribution / active EE | $1,229 | $3,923-68.7% | $3,547-65.3% | $5,055-75.7% |
| Participant deferral / active EE | $2,892 | $5,463-47.1% | $4,924-41.3% | $6,977-58.5% |
| Admin fee / account holder | $1,160 | $11,107-89.6% | $10,340-88.8% | $19,030-93.9% |