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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 | $133,053 | $154,228-13.7% | $145,433-8.5% | $137,256-3.1% |
| Participation rate | 57.9% | 83.8%-25.9pp | 82.1%-24.2pp | 80.0%-22.1pp |
| Annual return | 18.57% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,816 | $4,804-62.2% | $4,554-60.1% | $4,156-56.3% |
| Participant deferral / active EE | $5,500 | $8,216-33.1% | $7,897-30.4% | $6,407-14.2% |
| Admin fee / account holder | $1,023 | $14,344-92.9% | $13,129-92.2% | $12,270-91.7% |