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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 | $131,709 | $212,386-38.0% | $199,883-34.1% | $138,895-5.2% |
| Participation rate | 63.6% | 87.4%-23.7pp | 86.8%-23.1pp | 79.9%-16.3pp |
| Annual return | 14.19% | 47.75%-33.6pp | 43.81%-29.6pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,308 | $6,625-65.2% | $6,261-63.1% | $4,194-45.0% |
| Participant deferral / active EE | $5,169 | $9,617-46.3% | $9,138-43.4% | $6,396-19.2% |
| Admin fee / account holder | $5,226 | $18,233-71.3% | $17,268-69.7% | $12,562-58.4% |