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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 | $132,573 | $172,111-23.0% | $150,298-11.8% | $137,256-3.4% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 40.99% | 69.37%-28.4pp | 62.79%-21.8pp | 220.34%-179.4pp |
| Employer contribution / active EE | $1,829 | $4,636-60.5% | $4,154-56.0% | $4,156-56.0% |
| Participant deferral / active EE | $4,595 | $6,166-25.5% | $5,453-15.7% | $6,407-28.3% |
| Admin fee / account holder | $1,076 | $16,471-93.5% | $14,116-92.4% | $12,270-91.2% |