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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 | $120,722 | $183,627-34.3% | $155,602-22.4% | $145,978-17.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 12.51% | 61.32%-48.8pp | 64.81%-52.3pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,267 | $5,316-76.2% | $4,675-72.9% | $4,662-72.8% |
| Participant deferral / active EE | $4,844 | $6,466-25.1% | $5,629-13.9% | $6,690-27.6% |
| Admin fee / account holder | $1,851 | $19,327-90.4% | $15,923-88.4% | $13,400-86.2% |