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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 | $156,398-20.7% | $147,318-15.8% | $138,895-10.7% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 21.46% | 78.75%-57.3pp | 70.43%-49.0pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,602 | $4,853-67.0% | $4,593-65.1% | $4,194-61.8% |
| Participant deferral / active EE | $9,133 | $8,237+10.9% | $7,906+15.5% | $6,396+42.8% |
| Admin fee / account holder | $3,889 | $14,976-74.0% | $13,708-71.6% | $12,562-69.0% |