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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 | $108,742 | $156,398-30.5% | $147,318-26.2% | $138,895-21.7% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 79.9%-11.7pp |
| Annual return | 14.10% | 78.75%-64.7pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,798 | $4,853-63.0% | $4,593-60.9% | $4,194-57.1% |
| Participant deferral / active EE | $8,031 | $8,237-2.5% | $7,906+1.6% | $6,396+25.6% |
| Admin fee / account holder | $12,609 | $14,976-15.8% | $13,708-8.0% | $12,562+0.4% |