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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 | $134,368 | $157,296-14.6% | $141,191-4.8% | $152,897-12.1% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.5%-23.4pp |
| Annual return | 20.57% | 64.34%-43.8pp | 71.41%-50.8pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,895 | $5,262-64.0% | $4,736-60.0% | $4,764-60.2% |
| Participant deferral / active EE | $3,644 | $7,111-48.8% | $6,710-45.7% | $5,851-37.7% |
| Admin fee / account holder | $1,900 | $12,125-84.3% | $10,264-81.5% | $11,599-83.6% |