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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 | $127,254 | $185,312-31.3% | $161,489-21.2% | $154,746-17.8% |
| Participation rate | 35.0% | 82.5%-47.5pp | 78.7%-43.7pp | 80.7%-45.7pp |
| Annual return | 18.65% | 103.84%-85.2pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,921 | $4,769-38.7% | $4,268-31.6% | $4,379-33.3% |
| Participant deferral / active EE | $3,840 | $6,350-39.5% | $5,630-31.8% | $6,730-42.9% |
| Admin fee / account holder | $1,756 | $18,654-90.6% | $16,006-89.0% | $14,365-87.8% |