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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 | $121,273 | $148,582-18.4% | $135,942-10.8% | $139,456-13.0% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 20.30% | 79.26%-59.0pp | 68.28%-48.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $1,484 | $5,245-71.7% | $4,858-69.4% | $4,753-68.8% |
| Participant deferral / active EE | $5,845 | $8,101-27.8% | $7,759-24.7% | $6,711-12.9% |
| Admin fee / account holder | $893 | $12,402-92.8% | $10,764-91.7% | $11,407-92.2% |