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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 | $113,670 | $178,174-36.2% | $156,181-27.2% | $137,256-17.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 19.72% | 84.19%-64.5pp | 64.87%-45.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,300 | $4,972-73.9% | $4,294-69.7% | $4,156-68.7% |
| Participant deferral / active EE | $12,060 | $6,888+75.1% | $6,132+96.7% | $6,407+88.2% |
| Admin fee / account holder | $1,160 | $17,404-93.3% | $14,586-92.0% | $12,270-90.5% |