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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 | $98,230 | $178,174-44.9% | $156,181-37.1% | $137,256-28.4% |
| Participation rate | 69.6% | 82.0%-12.5pp | 78.8%-9.3pp | 80.0%-10.4pp |
| Annual return | 19.74% | 84.19%-64.5pp | 64.87%-45.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,724 | $4,972-65.3% | $4,294-59.9% | $4,156-58.5% |
| Participant deferral / active EE | $3,167 | $6,888-54.0% | $6,132-48.4% | $6,407-50.6% |
| Admin fee / account holder | $1,179 | $17,404-93.2% | $14,586-91.9% | $12,270-90.4% |