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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 | $144,937 | $213,785-32.2% | $185,441-21.8% | $155,188-6.6% |
| Participation rate | 57.1% | 83.2%-26.1pp | 80.3%-23.1pp | 80.8%-23.7pp |
| Annual return | 11.08% | 19.97%-8.9pp | 20.16%-9.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $1,405 | $5,393-73.9% | $4,672-69.9% | $4,248-66.9% |
| Participant deferral / active EE | $3,787 | $6,864-44.8% | $6,152-38.4% | $6,531-42.0% |
| Admin fee / account holder | $12,498 | $21,134-40.9% | $17,890-30.1% | $14,480-13.7% |