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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 | $136,640 | $156,616-12.8% | $133,346+2.5% | $198,609-31.2% |
| Participation rate | 62.5% | 77.7%-15.2pp | 72.8%-10.3pp | 82.4%-19.9pp |
| Annual return | 15.53% | 44.25%-28.7pp | 36.85%-21.3pp | 202.70%-187.2pp |
| Employer contribution / active EE | $1,710 | $3,368-49.2% | $2,853-40.1% | $5,055-66.2% |
| Participant deferral / active EE | $2,904 | $4,920-41.0% | $4,332-33.0% | $6,977-58.4% |
| Admin fee / account holder | $417 | $17,468-97.6% | $14,264-97.1% | $19,030-97.8% |