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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 | $133,250 | $154,228-13.6% | $145,433-8.4% | $137,256-2.9% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 26.68% | 74.59%-47.9pp | 66.58%-39.9pp | 220.34%-193.7pp |
| Employer contribution / active EE | $2,399 | $4,804-50.1% | $4,554-47.3% | $4,156-42.3% |
| Participant deferral / active EE | $4,258 | $8,216-48.2% | $7,897-46.1% | $6,407-33.5% |
| Admin fee / account holder | $4,230 | $14,344-70.5% | $13,129-67.8% | $12,270-65.5% |