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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 | $129,344 | $183,592-29.5% | $155,567-16.9% | $145,959-11.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 21.61% | 61.24%-39.6pp | 64.74%-43.1pp | 561.95%-540.3pp |
| Employer contribution / active EE | $1,337 | $5,315-74.8% | $4,674-71.4% | $4,661-71.3% |
| Participant deferral / active EE | $6,961 | $6,464+7.7% | $5,628+23.7% | $6,689+4.1% |
| Admin fee / account holder | $2,155 | $19,318-88.8% | $15,916-86.5% | $13,398-83.9% |