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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 | $124,041 | $155,555-20.3% | $146,866-15.5% | $155,188-20.1% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.5%-28.0pp | 80.8%-26.3pp |
| Annual return | 21.46% | 115.41%-94.0pp | 102.85%-81.4pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,602 | $4,647-65.5% | $4,425-63.8% | $4,248-62.3% |
| Participant deferral / active EE | $9,133 | $8,044+13.5% | $7,759+17.7% | $6,531+39.8% |
| Admin fee / account holder | $3,889 | $14,755-73.6% | $13,620-71.4% | $14,480-73.1% |