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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 | $135,422 | $154,228-12.2% | $145,433-6.9% | $137,256-1.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.10% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $16,200 | $4,804+237.2% | $4,554+255.7% | $4,156+289.8% |
| Participant deferral / active EE | $4,050 | $8,216-50.7% | $7,897-48.7% | $6,407-36.8% |
| Admin fee / account holder | $1,344 | $14,344-90.6% | $13,129-89.8% | $12,270-89.0% |