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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 | $112,010 | $154,228-27.4% | $145,433-23.0% | $137,256-18.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 20.87% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $926 | $4,804-80.7% | $4,554-79.7% | $4,156-77.7% |
| Participant deferral / active EE | $8,714 | $8,216+6.1% | $7,897+10.3% | $6,407+36.0% |
| Admin fee / account holder | $730 | $14,344-94.9% | $13,129-94.4% | $12,270-94.1% |