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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 | $181,062-27.9% | $158,223-17.5% | $155,188-15.8% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 19.11% | 57.39%-38.3pp | 52.09%-33.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $1,131 | $4,565-75.2% | $4,109-72.5% | $4,248-73.4% |
| Participant deferral / active EE | $4,619 | $6,134-24.7% | $5,467-15.5% | $6,531-29.3% |
| Admin fee / account holder | $945 | $18,825-95.0% | $16,047-94.1% | $14,480-93.5% |