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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 | $121,547 | $156,398-22.3% | $147,318-17.5% | $138,895-12.5% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 14.72% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,768 | $4,853-63.6% | $4,593-61.5% | $4,194-57.9% |
| Participant deferral / active EE | $6,082 | $8,237-26.2% | $7,906-23.1% | $6,396-4.9% |
| Admin fee / account holder | $2,029 | $14,976-86.5% | $13,708-85.2% | $12,562-83.8% |