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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 | $124,506 | $185,312-32.8% | $161,489-22.9% | $154,746-19.5% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 20.19% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,153 | $4,769-75.8% | $4,268-73.0% | $4,379-73.7% |
| Participant deferral / active EE | $6,977 | $6,350+9.9% | $5,630+23.9% | $6,730+3.7% |
| Admin fee / account holder | $2,718 | $18,654-85.4% | $16,006-83.0% | $14,365-81.1% |