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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 | $137,198 | $183,516-25.2% | $155,534-11.8% | $145,884-6.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 19.05% | 61.43%-42.4pp | 64.92%-45.9pp | 551.85%-532.8pp |
| Employer contribution / active EE | $1,843 | $5,315-65.3% | $4,675-60.6% | $4,662-60.5% |
| Participant deferral / active EE | $12,440 | $6,467+92.4% | $5,630+120.9% | $6,690+86.0% |
| Admin fee / account holder | $2,422 | $19,293-87.4% | $15,900-84.8% | $13,392-81.9% |