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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 | $124,940 | $155,555-19.7% | $146,866-14.9% | $155,188-19.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 18.67% | 115.41%-96.7pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,692 | $4,647-63.6% | $4,425-61.8% | $4,248-60.2% |
| Participant deferral / active EE | $6,623 | $8,044-17.7% | $7,759-14.6% | $6,531+1.4% |
| Admin fee / account holder | $816 | $14,755-94.5% | $13,620-94.0% | $14,480-94.4% |