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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 | $134,620 | $182,442-26.2% | $163,379-17.6% | $138,895-3.1% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.8%-51.8pp | 79.9%-54.9pp |
| Annual return | 17.21% | 72.74%-55.5pp | 63.41%-46.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,032 | $4,159-75.2% | $3,752-72.5% | $4,194-75.4% |
| Participant deferral / active EE | $5,875 | $6,817-13.8% | $6,282-6.5% | $6,396-8.1% |
| Admin fee / account holder | $1,459 | $10,396-86.0% | $9,818-85.1% | $12,562-88.4% |