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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 | $114,346 | $154,228-25.9% | $145,433-21.4% | $137,256-16.7% |
| Participation rate | 65.2% | 83.8%-18.6pp | 82.1%-16.9pp | 80.0%-14.7pp |
| Annual return | 15.33% | 74.59%-59.3pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,108 | $4,804-56.1% | $4,554-53.7% | $4,156-49.3% |
| Participant deferral / active EE | $3,327 | $8,216-59.5% | $7,897-57.9% | $6,407-48.1% |
| Admin fee / account holder | $1,265 | $14,344-91.2% | $13,129-90.4% | $12,270-89.7% |