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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 | $137,239 | $178,174-23.0% | $156,181-12.1% | $137,2560% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.8%-34.4pp | 80.0%-35.5pp |
| Annual return | 16.23% | 84.19%-68.0pp | 64.87%-48.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,859 | $4,972-62.6% | $4,294-56.7% | $4,156-55.3% |
| Participant deferral / active EE | $4,532 | $6,888-34.2% | $6,132-26.1% | $6,407-29.3% |
| Admin fee / account holder | $374 | $17,404-97.8% | $14,586-97.4% | $12,270-97.0% |