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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 | $123,483 | $212,386-41.9% | $199,883-38.2% | $138,895-11.1% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 18.57% | 47.75%-29.2pp | 43.81%-25.2pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,335 | $6,625-64.7% | $6,261-62.7% | $4,194-44.3% |
| Participant deferral / active EE | $6,323 | $9,617-34.3% | $9,138-30.8% | $6,396-1.1% |
| Admin fee / account holder | $747 | $18,233-95.9% | $17,268-95.7% | $12,562-94.1% |