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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 | $126,785 | $172,111-26.3% | $150,298-15.6% | $137,256-7.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 17.68% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,901 | $4,636-59.0% | $4,154-54.2% | $4,156-54.3% |
| Participant deferral / active EE | $8,239 | $6,166+33.6% | $5,453+51.1% | $6,407+28.6% |
| Admin fee / account holder | $1,182 | $16,471-92.8% | $14,116-91.6% | $12,270-90.4% |