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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 | $135,673 | $148,623-8.7% | $135,974-0.2% | $139,466-2.7% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 30.97% | 79.30%-48.3pp | 68.30%-37.3pp | 373.66%-342.7pp |
| Employer contribution / active EE | $2,057 | $5,246-60.8% | $4,859-57.7% | $4,754-56.7% |
| Participant deferral / active EE | $6,981 | $8,103-13.8% | $7,760-10.0% | $6,712+4.0% |
| Admin fee / account holder | $5,605 | $12,406-54.8% | $10,767-47.9% | $11,409-50.9% |