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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 | $132,199 | $154,228-14.3% | $145,433-9.1% | $137,256-3.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.16% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,065 | $4,804-77.8% | $4,554-76.6% | $4,156-74.4% |
| Participant deferral / active EE | $3,536 | $8,216-57.0% | $7,897-55.2% | $6,407-44.8% |
| Admin fee / account holder | $765 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |