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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 | $131,020 | $178,174-26.5% | $156,181-16.1% | $137,256-4.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 19.88% | 84.19%-64.3pp | 64.87%-45.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,361 | $4,972-72.6% | $4,294-68.3% | $4,156-67.3% |
| Participant deferral / active EE | $4,644 | $6,888-32.6% | $6,132-24.3% | $6,407-27.5% |
| Admin fee / account holder | $1,756 | $17,404-89.9% | $14,586-88.0% | $12,270-85.7% |