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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 | $172,111-25.8% | $150,298-15.0% | $137,256-6.9% |
| Participation rate | 61.9% | 81.7%-19.8pp | 77.8%-15.9pp | 80.0%-18.1pp |
| Annual return | 16.46% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,811 | $4,636-39.4% | $4,154-32.3% | $4,156-32.4% |
| Participant deferral / active EE | $4,788 | $6,166-22.3% | $5,453-12.2% | $6,407-25.3% |
| Admin fee / account holder | $1,452 | $16,471-91.2% | $14,116-89.7% | $12,270-88.2% |