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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 | $126,298 | $185,312-31.8% | $161,489-21.8% | $154,746-18.4% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 14.97% | 103.84%-88.9pp | 89.72%-74.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,756 | $4,769-63.2% | $4,268-58.9% | $4,379-59.9% |
| Participant deferral / active EE | $4,992 | $6,350-21.4% | $5,630-11.3% | $6,730-25.8% |
| Admin fee / account holder | $928 | $18,654-95.0% | $16,006-94.2% | $14,365-93.5% |