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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 | $139,052 | $182,442-23.8% | $163,379-14.9% | $138,895+0.1% |
| Participation rate | 43.5% | 79.8%-36.3pp | 76.8%-33.3pp | 79.9%-36.4pp |
| Annual return | 20.45% | 72.74%-52.3pp | 63.41%-43.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,557 | $4,159-62.6% | $3,752-58.5% | $4,194-62.9% |
| Participant deferral / active EE | $2,939 | $6,817-56.9% | $6,282-53.2% | $6,396-54.0% |
| Admin fee / account holder | $5,908 | $10,396-43.2% | $9,818-39.8% | $12,562-53.0% |