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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 | $138,762 | $106,247+30.6% | $96,515+43.8% | $139,466-0.5% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.3%-38.6pp | 80.3%-44.6pp |
| Annual return | 14.01% | 38.47%-24.5pp | 35.73%-21.7pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,873 | $4,106-54.4% | $3,740-49.9% | $4,754-60.6% |
| Participant deferral / active EE | $3,410 | $5,456-37.5% | $4,880-30.1% | $6,712-49.2% |
| Admin fee / account holder | $460 | $7,885-94.2% | $6,735-93.2% | $11,409-96.0% |