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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 | $125,027 | $162,136-22.9% | $152,301-17.9% | $154,746-19.2% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 15.57% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,049 | $4,890-78.6% | $4,624-77.3% | $4,379-76.0% |
| Participant deferral / active EE | $5,857 | $8,341-29.8% | $8,004-26.8% | $6,730-13.0% |
| Admin fee / account holder | $2,977 | $15,759-81.1% | $14,398-79.3% | $14,365-79.3% |