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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 | $117,794 | $154,228-23.6% | $145,433-19.0% | $137,256-14.2% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 20.28% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,079 | $4,804-77.5% | $4,554-76.3% | $4,156-74.0% |
| Participant deferral / active EE | $7,290 | $8,216-11.3% | $7,897-7.7% | $6,407+13.8% |
| Admin fee / account holder | $8,822 | $14,344-38.5% | $13,129-32.8% | $12,270-28.1% |