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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 | $155,555-19.6% | $146,866-14.9% | $155,188-19.4% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.5%-13.3pp | 80.8%-11.6pp |
| Annual return | 15.57% | 115.41%-99.8pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,049 | $4,647-77.4% | $4,425-76.3% | $4,248-75.3% |
| Participant deferral / active EE | $5,857 | $8,044-27.2% | $7,759-24.5% | $6,531-10.3% |
| Admin fee / account holder | $2,977 | $14,755-79.8% | $13,620-78.1% | $14,480-79.4% |