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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 | $119,135 | $156,398-23.8% | $147,318-19.1% | $138,895-14.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 21.66% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.7pp |
| Employer contribution / active EE | $3,370 | $4,853-30.6% | $4,593-26.6% | $4,194-19.7% |
| Participant deferral / active EE | $10,837 | $8,237+31.6% | $7,906+37.1% | $6,396+69.4% |
| Admin fee / account holder | $455 | $14,976-97.0% | $13,708-96.7% | $12,562-96.4% |