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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 | $130,853 | $212,386-38.4% | $199,883-34.5% | $138,895-5.8% |
| Participation rate | 44.4% | 87.4%-42.9pp | 86.8%-42.3pp | 79.9%-35.5pp |
| Annual return | 15.58% | 47.75%-32.2pp | 43.81%-28.2pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,590 | $6,625-76.0% | $6,261-74.6% | $4,194-62.1% |
| Participant deferral / active EE | $3,819 | $9,617-60.3% | $9,138-58.2% | $6,396-40.3% |
| Admin fee / account holder | $627 | $18,233-96.6% | $17,268-96.4% | $12,562-95.0% |