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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 | $154,228-21.2% | $145,433-16.4% | $137,256-11.4% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 14.72% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,768 | $4,804-63.2% | $4,554-61.2% | $4,156-57.5% |
| Participant deferral / active EE | $6,082 | $8,216-26.0% | $7,897-23.0% | $6,407-5.1% |
| Admin fee / account holder | $2,029 | $14,344-85.9% | $13,129-84.5% | $12,270-83.5% |