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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 | $116,221 | $154,228-24.6% | $145,433-20.1% | $137,256-15.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.36% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,368 | $4,804-9.1% | $4,554-4.1% | $4,156+5.1% |
| Participant deferral / active EE | $4,599 | $8,216-44.0% | $7,897-41.8% | $6,407-28.2% |
| Admin fee / account holder | $349 | $14,344-97.6% | $13,129-97.3% | $12,270-97.2% |