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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 | $118,064 | $178,174-33.7% | $156,181-24.4% | $137,256-14.0% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.8%-9.6pp | 80.0%-10.7pp |
| Annual return | 14.58% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,298 | $4,972-13.6% | $4,294+0.1% | $4,156+3.4% |
| Participant deferral / active EE | $7,985 | $6,888+15.9% | $6,132+30.2% | $6,407+24.6% |
| Admin fee / account holder | $3,797 | $17,404-78.2% | $14,586-74.0% | $12,270-69.1% |