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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 | $121,593 | $156,398-22.3% | $147,318-17.5% | $138,895-12.5% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 20.12% | 78.75%-58.6pp | 70.43%-50.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,248 | $4,853-74.3% | $4,593-72.8% | $4,194-70.3% |
| Participant deferral / active EE | $5,648 | $8,237-31.4% | $7,906-28.6% | $6,396-11.7% |
| Admin fee / account holder | $1,400 | $14,976-90.7% | $13,708-89.8% | $12,562-88.9% |