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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 | $125,686 | $156,398-19.6% | $147,318-14.7% | $138,895-9.5% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 18.88% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $3,008 | $4,853-38.0% | $4,593-34.5% | $4,194-28.3% |
| Participant deferral / active EE | $6,785 | $8,237-17.6% | $7,906-14.2% | $6,396+6.1% |
| Admin fee / account holder | $502 | $14,976-96.6% | $13,708-96.3% | $12,562-96.0% |