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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 | $116,920 | $172,111-32.1% | $150,298-22.2% | $137,256-14.8% |
| Participation rate | 69.6% | 81.7%-12.1pp | 77.8%-8.2pp | 80.0%-10.4pp |
| Annual return | 16.09% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,478 | $4,636-46.5% | $4,154-40.3% | $4,156-40.4% |
| Participant deferral / active EE | $6,311 | $6,166+2.3% | $5,453+15.7% | $6,407-1.5% |
| Admin fee / account holder | $18,275 | $16,471+11.0% | $14,116+29.5% | $12,270+48.9% |