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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 | $120,013 | $154,228-22.2% | $145,433-17.5% | $137,256-12.6% |
| Participation rate | 63.2% | 83.8%-20.6pp | 82.1%-19.0pp | 80.0%-16.8pp |
| Annual return | 15.16% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,803 | $4,804-20.8% | $4,554-16.5% | $4,156-8.5% |
| Participant deferral / active EE | $6,302 | $8,216-23.3% | $7,897-20.2% | $6,407-1.6% |
| Admin fee / account holder | $1,400 | $14,344-90.2% | $13,129-89.3% | $12,270-88.6% |