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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 | $124,160 | $202,440-38.7% | $169,390-26.7% | $139,466-11.0% |
| Participation rate | 52.6% | 81.1%-28.5pp | 77.2%-24.5pp | 80.3%-27.7pp |
| Annual return | 10.71% | 532.36%-521.7pp | 406.07%-395.4pp | 373.66%-363.0pp |
| Employer contribution / active EE | $1,300 | $4,693-72.3% | $4,013-67.6% | $4,754-72.6% |
| Participant deferral / active EE | $3,958 | $6,940-43.0% | $6,222-36.4% | $6,712-41.0% |
| Admin fee / account holder | $1,118 | $10,722-89.6% | $9,015-87.6% | $11,409-90.2% |