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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 | $119,344 | $183,516-35.0% | $155,534-23.3% | $145,884-18.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.27% | 61.43%-49.2pp | 64.92%-52.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $3,126 | $5,315-41.2% | $4,675-33.1% | $4,662-32.9% |
| Participant deferral / active EE | $5,425 | $6,467-16.1% | $5,630-3.7% | $6,690-18.9% |
| Admin fee / account holder | $1,213 | $19,293-93.7% | $15,900-92.4% | $13,392-90.9% |