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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 | $136,902 | $172,111-20.5% | $150,298-8.9% | $137,256-0.3% |
| Participation rate | 36.4% | 81.7%-45.4pp | 77.8%-41.4pp | 80.0%-43.6pp |
| Annual return | 15.75% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,935 | $4,636-58.3% | $4,154-53.4% | $4,156-53.4% |
| Participant deferral / active EE | $4,875 | $6,166-20.9% | $5,453-10.6% | $6,407-23.9% |
| Admin fee / account holder | $630 | $16,471-96.2% | $14,116-95.5% | $12,270-94.9% |