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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 | $141,038 | $183,516-23.1% | $155,534-9.3% | $145,884-3.3% |
| Participation rate | 29.4% | 82.7%-53.3pp | 78.2%-48.8pp | 80.3%-50.9pp |
| Annual return | 11.29% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,152 | $5,315-78.3% | $4,675-75.4% | $4,662-75.3% |
| Participant deferral / active EE | $1,912 | $6,467-70.4% | $5,630-66.0% | $6,690-71.4% |
| Admin fee / account holder | $410 | $19,293-97.9% | $15,900-97.4% | $13,392-96.9% |