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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 | $113,851 | $125,778-9.5% | $114,563-0.6% | $154,746-26.4% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.9%-30.0pp | 80.7%-37.8pp |
| Annual return | 17.66% | 295.14%-277.5pp | 241.09%-223.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,562 | $2,806-44.3% | $2,592-39.8% | $4,379-64.3% |
| Participant deferral / active EE | $6,004 | $4,445+35.1% | $4,142+45.0% | $6,730-10.8% |
| Admin fee / account holder | $430 | $8,190-94.7% | $7,623-94.4% | $14,365-97.0% |