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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 | $123,370 | $156,398-21.1% | $147,318-16.3% | $138,895-11.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 20.70% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,431 | $4,853-70.5% | $4,593-68.8% | $4,194-65.9% |
| Participant deferral / active EE | $3,017 | $8,237-63.4% | $7,906-61.8% | $6,396-52.8% |
| Admin fee / account holder | $1,374 | $14,976-90.8% | $13,708-90.0% | $12,562-89.1% |