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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 | $120,279 | $154,228-22.0% | $145,433-17.3% | $137,256-12.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.37% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $7,987 | $4,804+66.3% | $4,554+75.4% | $4,156+92.2% |
| Participant deferral / active EE | $10,094 | $8,216+22.8% | $7,897+27.8% | $6,407+57.5% |
| Admin fee / account holder | $704 | $14,344-95.1% | $13,129-94.6% | $12,270-94.3% |