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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 | $183,539-29.5% | $155,556-16.9% | $145,897-11.3% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 21.61% | 61.31%-39.7pp | 64.84%-43.2pp | 552.29%-530.7pp |
| Employer contribution / active EE | $1,337 | $5,315-74.8% | $4,675-71.4% | $4,663-71.3% |
| Participant deferral / active EE | $6,961 | $6,467+7.6% | $5,631+23.6% | $6,689+4.1% |
| Admin fee / account holder | $2,155 | $19,275-88.8% | $15,885-86.4% | $13,390-83.9% |