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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 | $141,196 | $157,296-10.2% | $141,1910% | $152,897-7.7% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.5%-35.8pp |
| Annual return | 20.39% | 64.34%-44.0pp | 71.41%-51.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,173 | $5,262-77.7% | $4,736-75.2% | $4,764-75.4% |
| Participant deferral / active EE | $3,359 | $7,111-52.8% | $6,710-49.9% | $5,851-42.6% |
| Admin fee / account holder | $4,826 | $12,125-60.2% | $10,264-53.0% | $11,599-58.4% |