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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 | $134,398 | $105,856+27.0% | $90,161+49.1% | $147,586-8.9% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.7pp | 82.8%-25.7pp |
| Annual return | 14.89% | 37.63%-22.7pp | 34.89%-20.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $2,651 | $4,126-35.8% | $3,318-20.1% | $4,876-45.6% |
| Participant deferral / active EE | $5,171 | $5,733-9.8% | $5,287-2.2% | $5,439-4.9% |
| Admin fee / account holder | $406 | $8,046-95.0% | $5,943-93.2% | $10,886-96.3% |