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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 | $174,379-25.0% | $152,093-14.0% | $138,895-5.8% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 12.44% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,237 | $4,652-73.4% | $4,175-70.4% | $4,194-70.5% |
| Participant deferral / active EE | $3,386 | $6,159-45.0% | $5,451-37.9% | $6,396-47.1% |
| Admin fee / account holder | $14,865 | $16,880-11.9% | $14,497+2.5% | $12,562+18.3% |