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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 | $132,826 | $154,228-13.9% | $145,433-8.7% | $137,256-3.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 12.68% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,005 | $4,804-37.5% | $4,554-34.0% | $4,156-27.7% |
| Participant deferral / active EE | $3,023 | $8,216-63.2% | $7,897-61.7% | $6,407-52.8% |
| Admin fee / account holder | $6,805 | $14,344-52.6% | $13,129-48.2% | $12,270-44.5% |