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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 | $185,312-31.1% | $161,489-20.9% | $154,746-17.5% |
| Participation rate | 61.9% | 82.5%-20.6pp | 78.7%-16.8pp | 80.7%-18.8pp |
| Annual return | 16.46% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,811 | $4,769-41.1% | $4,268-34.2% | $4,379-35.8% |
| Participant deferral / active EE | $4,788 | $6,350-24.6% | $5,630-14.9% | $6,730-28.9% |
| Admin fee / account holder | $1,452 | $18,654-92.2% | $16,006-90.9% | $14,365-89.9% |