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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 | $130,698 | $125,193+4.4% | $105,591+23.8% | $145,978-10.5% |
| Participation rate | 41.7% | 77.6%-36.0pp | 75.3%-33.6pp | 80.3%-38.6pp |
| Annual return | 14.37% | 225.53%-211.2pp | 116.43%-102.1pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,107 | $3,718-70.2% | $3,166-65.0% | $4,662-76.3% |
| Participant deferral / active EE | $2,151 | $5,708-62.3% | $5,008-57.1% | $6,690-67.9% |
| Admin fee / account holder | $954 | $17,277-94.5% | $11,024-91.3% | $13,400-92.9% |