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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 | $128,869 | $154,228-16.4% | $145,433-11.4% | $137,256-6.1% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.2pp | 80.0%-27.0pp |
| Annual return | 15.88% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,150 | $4,804-76.1% | $4,554-74.8% | $4,156-72.3% |
| Participant deferral / active EE | $3,153 | $8,216-61.6% | $7,897-60.1% | $6,407-50.8% |
| Admin fee / account holder | $3,212 | $14,344-77.6% | $13,129-75.5% | $12,270-73.8% |