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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 | $130,798 | $172,111-24.0% | $150,298-13.0% | $137,256-4.7% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 12.44% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,237 | $4,636-73.3% | $4,154-70.2% | $4,156-70.2% |
| Participant deferral / active EE | $3,386 | $6,166-45.1% | $5,453-37.9% | $6,407-47.2% |
| Admin fee / account holder | $14,865 | $16,471-9.7% | $14,116+5.3% | $12,270+21.2% |