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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 | $130,605 | $185,312-29.5% | $161,489-19.1% | $154,746-15.6% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 19.11% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,131 | $4,769-76.3% | $4,268-73.5% | $4,379-74.2% |
| Participant deferral / active EE | $4,619 | $6,350-27.3% | $5,630-18.0% | $6,730-31.4% |
| Admin fee / account holder | $945 | $18,654-94.9% | $16,006-94.1% | $14,365-93.4% |