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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 | $120,016 | $172,111-30.3% | $150,298-20.1% | $137,256-12.6% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 18.13% | 69.37%-51.2pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,608 | $4,636-43.7% | $4,154-37.2% | $4,156-37.2% |
| Participant deferral / active EE | $6,241 | $6,166+1.2% | $5,453+14.5% | $6,407-2.6% |
| Admin fee / account holder | $457 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |