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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 | $134,172 | $181,062-25.9% | $158,223-15.2% | $155,188-13.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 14.86% | 57.39%-42.5pp | 52.09%-37.2pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,808 | $4,565-60.4% | $4,109-56.0% | $4,248-57.4% |
| Participant deferral / active EE | $4,268 | $6,134-30.4% | $5,467-21.9% | $6,531-34.6% |
| Admin fee / account holder | $1,399 | $18,825-92.6% | $16,047-91.3% | $14,480-90.3% |