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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 | $133,307 | $157,296-15.3% | $141,191-5.6% | $152,897-12.8% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 20.80% | 64.34%-43.5pp | 71.41%-50.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $3,014 | $5,262-42.7% | $4,736-36.4% | $4,764-36.7% |
| Participant deferral / active EE | $5,385 | $7,111-24.3% | $6,710-19.7% | $5,851-8.0% |
| Admin fee / account holder | $569 | $12,125-95.3% | $10,264-94.5% | $11,599-95.1% |