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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 | $138,458 | $157,304-12.0% | $141,197-1.9% | $152,909-9.5% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 16.96% | 64.34%-47.4pp | 71.41%-54.4pp | 345.46%-328.5pp |
| Employer contribution / active EE | $1,056 | $5,263-79.9% | $4,736-77.7% | $4,764-77.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,209 | $12,126-90.0% | $10,265-88.2% | $11,601-89.6% |