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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 | $136,681 | $114,013+19.9% | $103,693+31.8% | $155,188-11.9% |
| Participation rate | 38.1% | 75.2%-37.1pp | 72.6%-34.5pp | 80.8%-42.7pp |
| Annual return | 14.75% | 49.31%-34.6pp | 47.61%-32.9pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,517 | $3,131-51.5% | $2,920-48.0% | $4,248-64.3% |
| Participant deferral / active EE | $4,199 | $4,970-15.5% | $4,579-8.3% | $6,531-35.7% |
| Admin fee / account holder | $1,426 | $8,407-83.0% | $7,858-81.9% | $14,480-90.2% |