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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 | $110,260 | $154,228-28.5% | $145,433-24.2% | $137,256-19.7% |
| Participation rate | 53.3% | 83.8%-30.5pp | 82.1%-28.8pp | 80.0%-26.6pp |
| Annual return | 17.80% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,613 | $4,804-66.4% | $4,554-64.6% | $4,156-61.2% |
| Participant deferral / active EE | $8,944 | $8,216+8.9% | $7,897+13.3% | $6,407+39.6% |
| Admin fee / account holder | $586 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |