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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 | $119,079 | $181,062-34.2% | $158,223-24.7% | $155,188-23.3% |
| Participation rate | 54.5% | 82.7%-28.1pp | 79.2%-24.7pp | 80.8%-26.3pp |
| Annual return | 9.04% | 57.39%-48.3pp | 52.09%-43.0pp | 148.84%-139.8pp |
| Employer contribution / active EE | $3,133 | $4,565-31.4% | $4,109-23.8% | $4,248-26.3% |
| Participant deferral / active EE | $4,667 | $6,134-23.9% | $5,467-14.6% | $6,531-28.5% |
| Admin fee / account holder | $1,403 | $18,825-92.5% | $16,047-91.3% | $14,480-90.3% |