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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 | $135,193 | $172,111-21.5% | $150,298-10.1% | $137,256-1.5% |
| Participation rate | 53.3% | 81.7%-28.4pp | 77.8%-24.4pp | 80.0%-26.6pp |
| Annual return | 16.95% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $844 | $4,636-81.8% | $4,154-79.7% | $4,156-79.7% |
| Participant deferral / active EE | $3,153 | $6,166-48.9% | $5,453-42.2% | $6,407-50.8% |
| Admin fee / account holder | $749 | $16,471-95.5% | $14,116-94.7% | $12,270-93.9% |