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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 | $132,569 | $211,224-37.2% | $178,505-25.7% | $145,897-9.1% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 10.04% | 30.28%-20.2pp | 27.16%-17.1pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,600 | $4,577-65.0% | $3,955-59.5% | $4,663-65.7% |
| Participant deferral / active EE | $8,266 | $6,966+18.7% | $6,280+31.6% | $6,689+23.6% |
| Admin fee / account holder | $517 | $12,109-95.7% | $10,428-95.0% | $13,390-96.1% |