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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 | $110,283 | $156,398-29.5% | $147,318-25.1% | $138,895-20.6% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 20.48% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $3,965 | $4,853-18.3% | $4,593-13.7% | $4,194-5.5% |
| Participant deferral / active EE | $8,538 | $8,237+3.7% | $7,906+8.0% | $6,396+33.5% |
| Admin fee / account holder | $13,938 | $14,976-6.9% | $13,708+1.7% | $12,562+11.0% |