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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 | $119,907 | $182,442-34.3% | $163,379-26.6% | $138,895-13.7% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 10.28% | 72.74%-62.5pp | 63.41%-53.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $1,077 | $4,159-74.1% | $3,752-71.3% | $4,194-74.3% |
| Participant deferral / active EE | $3,206 | $6,817-53.0% | $6,282-49.0% | $6,396-49.9% |
| Admin fee / account holder | $9,762 | $10,396-6.1% | $9,818-0.6% | $12,562-22.3% |