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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 | $132,748 | $172,111-22.9% | $150,298-11.7% | $137,256-3.3% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 16.66% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,010 | $4,636-56.6% | $4,154-51.6% | $4,156-51.6% |
| Participant deferral / active EE | $6,533 | $6,166+5.9% | $5,453+19.8% | $6,407+2.0% |
| Admin fee / account holder | $367 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |