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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 | $156,398-23.3% | $147,318-18.5% | $138,895-13.6% |
| Participation rate | 63.2% | 83.8%-20.6pp | 82.1%-18.9pp | 79.9%-16.8pp |
| Annual return | 15.16% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,803 | $4,853-21.6% | $4,593-17.2% | $4,194-9.3% |
| Participant deferral / active EE | $6,302 | $8,237-23.5% | $7,906-20.3% | $6,396-1.5% |
| Admin fee / account holder | $1,400 | $14,976-90.7% | $13,708-89.8% | $12,562-88.9% |