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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 | $128,887 | $154,228-16.4% | $145,433-11.4% | $137,256-6.1% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 17.83% | 74.59%-56.8pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,953 | $4,804-59.4% | $4,554-57.1% | $4,156-53.0% |
| Participant deferral / active EE | $5,944 | $8,216-27.7% | $7,897-24.7% | $6,407-7.2% |
| Admin fee / account holder | $1,163 | $14,344-91.9% | $13,129-91.1% | $12,270-90.5% |