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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 | $145,976 | $227,399-35.8% | $189,758-23.1% | $198,609-26.5% |
| Participation rate | 42.9% | 84.0%-41.1pp | 79.8%-36.9pp | 82.4%-39.5pp |
| Annual return | 17.82% | 61.03%-43.2pp | 52.62%-34.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $1,756 | $5,526-68.2% | $4,767-63.2% | $5,055-65.3% |
| Participant deferral / active EE | $7,643 | $6,837+11.8% | $5,856+30.5% | $6,977+9.5% |
| Admin fee / account holder | $906 | $25,162-96.4% | $20,388-95.6% | $19,030-95.2% |