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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 | $154,228-20.0% | $145,433-15.2% | $137,256-10.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.70% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,431 | $4,804-70.2% | $4,554-68.6% | $4,156-65.6% |
| Participant deferral / active EE | $3,017 | $8,216-63.3% | $7,897-61.8% | $6,407-52.9% |
| Admin fee / account holder | $1,374 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |