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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 | $118,609 | $174,379-32.0% | $152,093-22.0% | $138,895-14.6% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 15.73% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,053 | $4,652-77.4% | $4,175-74.8% | $4,194-74.9% |
| Participant deferral / active EE | $7,834 | $6,159+27.2% | $5,451+43.7% | $6,396+22.5% |
| Admin fee / account holder | $3,661 | $16,880-78.3% | $14,497-74.7% | $12,562-70.9% |