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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 | $128,522 | $172,111-25.3% | $150,298-14.5% | $137,256-6.4% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 15.81% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,152 | $4,636-32.0% | $4,154-24.1% | $4,156-24.2% |
| Participant deferral / active EE | $7,820 | $6,166+26.8% | $5,453+43.4% | $6,407+22.1% |
| Admin fee / account holder | $623 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |