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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 | $142,590 | $165,361-13.8% | $149,715-4.8% | $158,950-10.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.32% | 348.24%-332.9pp | 276.66%-261.3pp | 302.91%-287.6pp |
| Employer contribution / active EE | $1,862 | $5,103-63.5% | $4,645-59.9% | $4,762-60.9% |
| Participant deferral / active EE | $4,699 | $7,182-34.6% | $6,842-31.3% | $5,983-21.5% |
| Admin fee / account holder | $306 | $10,808-97.2% | $9,310-96.7% | $11,248-97.3% |