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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 | $185,312-31.6% | $161,489-21.5% | $154,746-18.1% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 17.68% | 103.84%-86.2pp | 89.72%-72.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,901 | $4,769-60.1% | $4,268-55.5% | $4,379-56.6% |
| Participant deferral / active EE | $8,239 | $6,350+29.8% | $5,630+46.3% | $6,730+22.4% |
| Admin fee / account holder | $1,182 | $18,654-93.7% | $16,006-92.6% | $14,365-91.8% |