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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 | $112,891 | $178,174-36.6% | $156,181-27.7% | $137,256-17.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 15.67% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,273 | $4,972-74.4% | $4,294-70.4% | $4,156-69.4% |
| Participant deferral / active EE | $6,151 | $6,888-10.7% | $6,132+0.3% | $6,407-4.0% |
| Admin fee / account holder | $22,198 | $17,404+27.5% | $14,586+52.2% | $12,270+80.9% |