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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 | $118,354 | $154,228-23.3% | $145,433-18.6% | $137,256-13.8% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 21.95% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,265 | $4,804-73.7% | $4,554-72.2% | $4,156-69.6% |
| Participant deferral / active EE | $2,781 | $8,216-66.2% | $7,897-64.8% | $6,407-56.6% |
| Admin fee / account holder | $1,693 | $14,344-88.2% | $13,129-87.1% | $12,270-86.2% |