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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 | $136,245 | $174,379-21.9% | $152,093-10.4% | $138,895-1.9% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 16.89% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,705 | $4,652-63.3% | $4,175-59.2% | $4,194-59.3% |
| Participant deferral / active EE | $3,701 | $6,159-39.9% | $5,451-32.1% | $6,396-42.1% |
| Admin fee / account holder | $1,852 | $16,880-89.0% | $14,497-87.2% | $12,562-85.3% |