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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 | $133,878 | $157,304-14.9% | $141,197-5.2% | $152,909-12.4% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 28.64% | 64.34%-35.7pp | 71.41%-42.8pp | 345.46%-316.8pp |
| Employer contribution / active EE | $1,323 | $5,263-74.9% | $4,736-72.1% | $4,764-72.2% |
| Participant deferral / active EE | $6,443 | $7,111-9.4% | $6,710-4.0% | $5,851+10.1% |
| Admin fee / account holder | $4,155 | $12,126-65.7% | $10,265-59.5% | $11,601-64.2% |