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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 | $118,379 | $124,346-4.8% | $111,306+6.4% | $167,553-29.3% |
| Participation rate | 53.3% | 79.6%-26.3pp | 77.3%-24.0pp | 82.1%-28.8pp |
| Annual return | 12.02% | 37.46%-25.4pp | 54.67%-42.7pp | 478.89%-466.9pp |
| Employer contribution / active EE | $1,043 | $3,438-69.7% | $2,732-61.8% | $4,840-78.4% |
| Participant deferral / active EE | $5,603 | $5,182+8.1% | $4,488+24.9% | $6,343-11.7% |
| Admin fee / account holder | $956 | $10,623-91.0% | $7,966-88.0% | $12,316-92.2% |