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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 | $119,238 | $183,627-35.1% | $155,602-23.4% | $145,978-18.3% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 18.10% | 61.32%-43.2pp | 64.81%-46.7pp | 550.52%-532.4pp |
| Employer contribution / active EE | $2,153 | $5,316-59.5% | $4,675-54.0% | $4,662-53.8% |
| Participant deferral / active EE | $6,106 | $6,466-5.6% | $5,629+8.5% | $6,690-8.7% |
| Admin fee / account holder | $1,695 | $19,327-91.2% | $15,923-89.4% | $13,400-87.3% |