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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 | $123,327 | $184,014-33.0% | $161,149-23.5% | $138,895-11.2% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.8%-36.0pp | 79.9%-37.1pp |
| Annual return | 11.98% | 21.52%-9.5pp | 21.16%-9.2pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,365 | $5,055-73.0% | $4,360-68.7% | $4,194-67.5% |
| Participant deferral / active EE | $5,364 | $6,909-22.4% | $6,153-12.8% | $6,396-16.1% |
| Admin fee / account holder | $1,667 | $18,027-90.8% | $15,194-89.0% | $12,562-86.7% |