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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 | $117,798 | $156,398-24.7% | $147,318-20.0% | $138,895-15.2% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 15.79% | 78.75%-63.0pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,765 | $4,853-43.0% | $4,593-39.8% | $4,194-34.1% |
| Participant deferral / active EE | $7,804 | $8,237-5.3% | $7,906-1.3% | $6,396+22.0% |
| Admin fee / account holder | $855 | $14,976-94.3% | $13,708-93.8% | $12,562-93.2% |