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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 | $126,298 | $172,111-26.6% | $150,298-16.0% | $137,256-8.0% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 14.97% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,756 | $4,636-62.1% | $4,154-57.7% | $4,156-57.7% |
| Participant deferral / active EE | $4,992 | $6,166-19.0% | $5,453-8.5% | $6,407-22.1% |
| Admin fee / account holder | $928 | $16,471-94.4% | $14,116-93.4% | $12,270-92.4% |