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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 | $118,363 | $183,627-35.5% | $155,602-23.9% | $145,978-18.9% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 27.40% | 61.32%-33.9pp | 64.81%-37.4pp | 550.52%-523.1pp |
| Employer contribution / active EE | $1,327 | $5,316-75.0% | $4,675-71.6% | $4,662-71.5% |
| Participant deferral / active EE | $5,539 | $6,466-14.3% | $5,629-1.6% | $6,690-17.2% |
| Admin fee / account holder | $431 | $19,327-97.8% | $15,923-97.3% | $13,400-96.8% |