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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 | $121,259 | $227,399-46.7% | $189,758-36.1% | $198,609-38.9% |
| Participation rate | 44.4% | 84.0%-39.6pp | 79.8%-35.4pp | 82.4%-37.9pp |
| Annual return | 13.47% | 61.03%-47.6pp | 52.62%-39.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $1,816 | $5,526-67.1% | $4,767-61.9% | $5,055-64.1% |
| Participant deferral / active EE | $6,039 | $6,837-11.7% | $5,856+3.1% | $6,977-13.4% |
| Admin fee / account holder | $1,135 | $25,162-95.5% | $20,388-94.4% | $19,030-94.0% |