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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 | $118,582 | $172,111-31.1% | $150,298-21.1% | $137,256-13.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 17.41% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,855 | $4,636-38.4% | $4,154-31.3% | $4,156-31.3% |
| Participant deferral / active EE | $6,774 | $6,166+9.9% | $5,453+24.2% | $6,407+5.7% |
| Admin fee / account holder | $1,525 | $16,471-90.7% | $14,116-89.2% | $12,270-87.6% |