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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 | $112,916 | $154,228-26.8% | $145,433-22.4% | $137,256-17.7% |
| Participation rate | 52.4% | 83.8%-31.4pp | 82.1%-29.7pp | 80.0%-27.6pp |
| Annual return | 15.52% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,289 | $4,804-73.2% | $4,554-71.7% | $4,156-69.0% |
| Participant deferral / active EE | $5,806 | $8,216-29.3% | $7,897-26.5% | $6,407-9.4% |
| Admin fee / account holder | $1,146 | $14,344-92.0% | $13,129-91.3% | $12,270-90.7% |