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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 | $156,398-17.6% | $147,318-12.5% | $138,895-7.2% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.1pp | 79.9%-27.0pp |
| Annual return | 15.88% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,150 | $4,853-76.3% | $4,593-75.0% | $4,194-72.6% |
| Participant deferral / active EE | $3,153 | $8,237-61.7% | $7,906-60.1% | $6,396-50.7% |
| Admin fee / account holder | $3,212 | $14,976-78.6% | $13,708-76.6% | $12,562-74.4% |