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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 | $130,922 | $182,442-28.2% | $163,379-19.9% | $138,895-5.7% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.8%-13.7pp | 79.9%-16.8pp |
| Annual return | 15.94% | 72.74%-56.8pp | 63.41%-47.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,674 | $4,159-59.8% | $3,752-55.4% | $4,194-60.1% |
| Participant deferral / active EE | $6,128 | $6,817-10.1% | $6,282-2.4% | $6,396-4.2% |
| Admin fee / account holder | $4,394 | $10,396-57.7% | $9,818-55.2% | $12,562-65.0% |