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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 | $116,808 | $174,379-33.0% | $152,093-23.2% | $138,895-15.9% |
| Participation rate | 58.3% | 81.6%-23.3pp | 77.8%-19.4pp | 79.9%-21.6pp |
| Annual return | 21.20% | 74.86%-53.7pp | 66.36%-45.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,808 | $4,652-61.1% | $4,175-56.7% | $4,194-56.9% |
| Participant deferral / active EE | $5,174 | $6,159-16.0% | $5,451-5.1% | $6,396-19.1% |
| Admin fee / account holder | $1,400 | $16,880-91.7% | $14,497-90.3% | $12,562-88.9% |