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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 | $109,465 | $174,379-37.2% | $152,093-28.0% | $138,895-21.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 19.42% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,176 | $4,652-31.7% | $4,175-23.9% | $4,194-24.3% |
| Participant deferral / active EE | $11,980 | $6,159+94.5% | $5,451+119.8% | $6,396+87.3% |
| Admin fee / account holder | $882 | $16,880-94.8% | $14,497-93.9% | $12,562-93.0% |