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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 | $135,170 | $183,516-26.3% | $155,534-13.1% | $145,884-7.3% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 11.57% | 61.43%-49.9pp | 64.92%-53.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,041 | $5,315-61.6% | $4,675-56.3% | $4,662-56.2% |
| Participant deferral / active EE | $9,775 | $6,467+51.2% | $5,630+73.6% | $6,690+46.1% |
| Admin fee / account holder | $2,789 | $19,293-85.5% | $15,900-82.5% | $13,392-79.2% |