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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 | $138,978 | $178,174-22.0% | $156,181-11.0% | $137,256+1.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 11.48% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,605 | $4,972-67.7% | $4,294-62.6% | $4,156-61.4% |
| Participant deferral / active EE | $2,911 | $6,888-57.7% | $6,132-52.5% | $6,407-54.6% |
| Admin fee / account holder | $6,234 | $17,404-64.2% | $14,586-57.3% | $12,270-49.2% |