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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 | $119,487 | $154,228-22.5% | $145,433-17.8% | $137,256-12.9% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 33.32% | 74.59%-41.3pp | 66.58%-33.3pp | 220.34%-187.0pp |
| Employer contribution / active EE | $1,301 | $4,804-72.9% | $4,554-71.4% | $4,156-68.7% |
| Participant deferral / active EE | $6,096 | $8,216-25.8% | $7,897-22.8% | $6,407-4.9% |
| Admin fee / account holder | $1,068 | $14,344-92.6% | $13,129-91.9% | $12,270-91.3% |