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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 | $145,971 | $178,174-18.1% | $156,181-6.5% | $137,256+6.3% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.8%-32.7pp | 80.0%-33.8pp |
| Annual return | 12.99% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,348 | $4,972-72.9% | $4,294-68.6% | $4,156-67.6% |
| Participant deferral / active EE | $2,867 | $6,888-58.4% | $6,132-53.2% | $6,407-55.3% |
| Admin fee / account holder | $1,100 | $17,404-93.7% | $14,586-92.5% | $12,270-91.0% |