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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 | $127,719 | $227,399-43.8% | $189,758-32.7% | $198,609-35.7% |
| Participation rate | 61.9% | 84.0%-22.1pp | 79.8%-17.9pp | 82.4%-20.5pp |
| Annual return | 16.46% | 61.03%-44.6pp | 52.62%-36.2pp | 202.70%-186.2pp |
| Employer contribution / active EE | $2,811 | $5,526-49.1% | $4,767-41.0% | $5,055-44.4% |
| Participant deferral / active EE | $4,788 | $6,837-30.0% | $5,856-18.2% | $6,977-31.4% |
| Admin fee / account holder | $1,452 | $25,162-94.2% | $20,388-92.9% | $19,030-92.4% |