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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 | $125,496 | $185,312-32.3% | $161,489-22.3% | $154,746-18.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 16.52% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,295 | $4,769-72.8% | $4,268-69.7% | $4,379-70.4% |
| Participant deferral / active EE | $2,934 | $6,350-53.8% | $5,630-47.9% | $6,730-56.4% |
| Admin fee / account holder | $1,189 | $18,654-93.6% | $16,006-92.6% | $14,365-91.7% |