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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 | $109,429 | $154,228-29.0% | $145,433-24.8% | $137,256-20.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.09% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,231 | $4,804-32.7% | $4,554-29.1% | $4,156-22.2% |
| Participant deferral / active EE | $5,851 | $8,216-28.8% | $7,897-25.9% | $6,407-8.7% |
| Admin fee / account holder | $5,242 | $14,344-63.5% | $13,129-60.1% | $12,270-57.3% |