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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 | $106,267+30.6% | $96,520+43.8% | $139,456-0.5% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.3%-38.6pp | 80.3%-44.6pp |
| Annual return | 14.01% | 38.45%-24.4pp | 35.72%-21.7pp | 373.45%-359.4pp |
| Employer contribution / active EE | $1,873 | $4,105-54.4% | $3,739-49.9% | $4,753-60.6% |
| Participant deferral / active EE | $3,410 | $5,454-37.5% | $4,879-30.1% | $6,711-49.2% |
| Admin fee / account holder | $460 | $7,882-94.2% | $6,733-93.2% | $11,407-96.0% |