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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 | $137,511 | $172,111-20.1% | $150,298-8.5% | $137,256+0.2% |
| Participation rate | 41.2% | 81.7%-40.5pp | 77.8%-36.6pp | 80.0%-38.8pp |
| Annual return | 16.31% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,303 | $4,636-71.9% | $4,154-68.6% | $4,156-68.7% |
| Participant deferral / active EE | $2,355 | $6,166-61.8% | $5,453-56.8% | $6,407-63.2% |
| Admin fee / account holder | $1,357 | $16,471-91.8% | $14,116-90.4% | $12,270-88.9% |