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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 | $110,945 | $172,111-35.5% | $150,298-26.2% | $137,256-19.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 15.39% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,937 | $4,636-58.2% | $4,154-53.4% | $4,156-53.4% |
| Participant deferral / active EE | $4,934 | $6,166-20.0% | $5,453-9.5% | $6,407-23.0% |
| Admin fee / account holder | $1,248 | $16,471-92.4% | $14,116-91.2% | $12,270-89.8% |