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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 | $119,005 | $129,737-8.3% | $119,126-0.1% | $154,746-23.1% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 20.91% | 379.08%-358.2pp | 282.11%-261.2pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,362 | $4,375-68.9% | $4,034-66.2% | $4,379-68.9% |
| Participant deferral / active EE | $8,020 | $5,842+37.3% | $5,318+50.8% | $6,730+19.2% |
| Admin fee / account holder | $438 | $11,961-96.3% | $10,693-95.9% | $14,365-97.0% |