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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 | $133,784 | $172,111-22.3% | $150,298-11.0% | $137,256-2.5% |
| Participation rate | 47.1% | 81.7%-34.7pp | 77.8%-30.7pp | 80.0%-32.9pp |
| Annual return | 15.11% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,361 | $4,636-70.6% | $4,154-67.2% | $4,156-67.3% |
| Participant deferral / active EE | $5,185 | $6,166-15.9% | $5,453-4.9% | $6,407-19.1% |
| Admin fee / account holder | $1,908 | $16,471-88.4% | $14,116-86.5% | $12,270-84.4% |