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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 | $121,976 | $171,930-29.1% | $151,266-19.4% | $154,746-21.2% |
| Participation rate | 62.5% | 80.5%-18.0pp | 77.0%-14.5pp | 80.7%-18.2pp |
| Annual return | 13.09% | 242.03%-228.9pp | 180.60%-167.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $3,051 | $4,710-35.2% | $4,237-28.0% | $4,379-30.3% |
| Participant deferral / active EE | $4,942 | $8,191-39.7% | $7,337-32.6% | $6,730-26.6% |
| Admin fee / account holder | $3,233 | $15,803-79.5% | $13,159-75.4% | $14,365-77.5% |