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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 | $135,791 | $156,398-13.2% | $147,318-7.8% | $138,895-2.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 20.79% | 78.75%-58.0pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,250 | $4,853-74.2% | $4,593-72.8% | $4,194-70.2% |
| Participant deferral / active EE | $8,125 | $8,237-1.4% | $7,906+2.8% | $6,396+27.0% |
| Admin fee / account holder | $1,058 | $14,976-92.9% | $13,708-92.3% | $12,562-91.6% |