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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 | $126,724 | $178,174-28.9% | $156,181-18.9% | $137,256-7.7% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.8%-14.5pp | 80.0%-15.7pp |
| Annual return | 11.39% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,448 | $4,972-70.9% | $4,294-66.3% | $4,156-65.2% |
| Participant deferral / active EE | $5,645 | $6,888-18.0% | $6,132-7.9% | $6,407-11.9% |
| Admin fee / account holder | $5,308 | $17,404-69.5% | $14,586-63.6% | $12,270-56.7% |