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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 | $127,689 | $156,398-18.4% | $147,318-13.3% | $138,895-8.1% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 17.25% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,755 | $4,853-63.8% | $4,593-61.8% | $4,194-58.1% |
| Participant deferral / active EE | $5,855 | $8,237-28.9% | $7,906-25.9% | $6,396-8.5% |
| Admin fee / account holder | $2,653 | $14,976-82.3% | $13,708-80.6% | $12,562-78.9% |