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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 | $106,241 | $156,398-32.1% | $147,318-27.9% | $138,895-23.5% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 22.17% | 78.75%-56.6pp | 70.43%-48.3pp | 145.39%-123.2pp |
| Employer contribution / active EE | $1,265 | $4,853-73.9% | $4,593-72.5% | $4,194-69.8% |
| Participant deferral / active EE | $5,005 | $8,237-39.2% | $7,906-36.7% | $6,396-21.8% |
| Admin fee / account holder | $7,892 | $14,976-47.3% | $13,708-42.4% | $12,562-37.2% |