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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 | $110,246 | $148,629-25.8% | $135,982-18.9% | $139,487-21.0% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 21.69% | 79.33%-57.6pp | 68.32%-46.6pp | 373.84%-352.2pp |
| Employer contribution / active EE | $1,360 | $5,247-74.1% | $4,859-72.0% | $4,755-71.4% |
| Participant deferral / active EE | $5,752 | $8,102-29.0% | $7,760-25.9% | $6,713-14.3% |
| Admin fee / account holder | $486 | $12,406-96.1% | $10,767-95.5% | $11,407-95.7% |