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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 | $123,973 | $181,062-31.5% | $158,223-21.6% | $155,188-20.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 20.13% | 57.39%-37.3pp | 52.09%-32.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,240 | $4,565-72.8% | $4,109-69.8% | $4,248-70.8% |
| Participant deferral / active EE | $3,784 | $6,134-38.3% | $5,467-30.8% | $6,531-42.1% |
| Admin fee / account holder | $4,228 | $18,825-77.5% | $16,047-73.7% | $14,480-70.8% |