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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 | $121,765 | $211,288-42.4% | $178,540-31.8% | $145,884-16.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 27.00% | 30.27%-3.3pp | 27.15%-0.2pp | 551.85%-524.8pp |
| Employer contribution / active EE | $1,245 | $4,574-72.8% | $3,953-68.5% | $4,662-73.3% |
| Participant deferral / active EE | $4,290 | $6,967-38.4% | $6,281-31.7% | $6,690-35.9% |
| Admin fee / account holder | $503 | $12,105-95.8% | $10,424-95.2% | $13,392-96.2% |