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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 | $154,228-18.9% | $145,433-14.0% | $137,256-8.9% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 15.57% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,049 | $4,804-78.2% | $4,554-77.0% | $4,156-74.8% |
| Participant deferral / active EE | $5,857 | $8,216-28.7% | $7,897-25.8% | $6,407-8.6% |
| Admin fee / account holder | $2,977 | $14,344-79.2% | $13,129-77.3% | $12,270-75.7% |