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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 | $124,270 | $174,379-28.7% | $152,093-18.3% | $138,895-10.5% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 15.14% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,657 | $4,652-64.4% | $4,175-60.3% | $4,194-60.5% |
| Participant deferral / active EE | $3,332 | $6,159-45.9% | $5,451-38.9% | $6,396-47.9% |
| Admin fee / account holder | $403 | $16,880-97.6% | $14,497-97.2% | $12,562-96.8% |