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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 | $131,406 | $178,174-26.2% | $156,181-15.9% | $137,256-4.3% |
| Participation rate | 52.6% | 82.0%-29.4pp | 78.8%-26.2pp | 80.0%-27.3pp |
| Annual return | 20.76% | 84.19%-63.4pp | 64.87%-44.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,244 | $4,972-34.7% | $4,294-24.4% | $4,156-21.9% |
| Participant deferral / active EE | $4,620 | $6,888-32.9% | $6,132-24.7% | $6,407-27.9% |
| Admin fee / account holder | $852 | $17,404-95.1% | $14,586-94.2% | $12,270-93.1% |