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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 | $121,404 | $185,312-34.5% | $161,489-24.8% | $154,746-21.5% |
| Participation rate | 61.1% | 82.5%-21.4pp | 78.7%-17.6pp | 80.7%-19.6pp |
| Annual return | 19.97% | 103.84%-83.9pp | 89.72%-69.8pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,567 | $4,769-46.2% | $4,268-39.9% | $4,379-41.4% |
| Participant deferral / active EE | $5,537 | $6,350-12.8% | $5,630-1.6% | $6,730-17.7% |
| Admin fee / account holder | $894 | $18,654-95.2% | $16,006-94.4% | $14,365-93.8% |