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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 | $128,992 | $156,398-17.5% | $147,318-12.4% | $138,895-7.1% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 17.45% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,871 | $4,853-61.5% | $4,593-59.3% | $4,194-55.4% |
| Participant deferral / active EE | $3,377 | $8,237-59.0% | $7,906-57.3% | $6,396-47.2% |
| Admin fee / account holder | $2,254 | $14,976-85.0% | $13,708-83.6% | $12,562-82.1% |