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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 | $128,662 | $183,592-29.9% | $155,567-17.3% | $145,959-11.9% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 24.73% | 61.24%-36.5pp | 64.74%-40.0pp | 561.95%-537.2pp |
| Employer contribution / active EE | $1,487 | $5,315-72.0% | $4,674-68.2% | $4,661-68.1% |
| Participant deferral / active EE | $4,992 | $6,464-22.8% | $5,628-11.3% | $6,689-25.4% |
| Admin fee / account holder | $2,529 | $19,318-86.9% | $15,916-84.1% | $13,398-81.1% |