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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 | $114,679 | $154,228-25.6% | $145,433-21.1% | $137,256-16.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 13.63% | 74.59%-61.0pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,262 | $4,804-11.3% | $4,554-6.4% | $4,156+2.5% |
| Participant deferral / active EE | $7,230 | $8,216-12.0% | $7,897-8.5% | $6,407+12.8% |
| Admin fee / account holder | $1,685 | $14,344-88.3% | $13,129-87.2% | $12,270-86.3% |