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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 | $119,536 | $178,174-32.9% | $156,181-23.5% | $137,256-12.9% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.8%-25.0pp | 80.0%-26.1pp |
| Annual return | 17.72% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,389 | $4,972-72.1% | $4,294-67.7% | $4,156-66.6% |
| Participant deferral / active EE | $5,908 | $6,888-14.2% | $6,132-3.7% | $6,407-7.8% |
| Admin fee / account holder | $1,358 | $17,404-92.2% | $14,586-90.7% | $12,270-88.9% |