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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 | $185,312-35.2% | $161,489-25.7% | $154,746-22.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 18.13% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,608 | $4,769-45.3% | $4,268-38.9% | $4,379-40.4% |
| Participant deferral / active EE | $6,241 | $6,350-1.7% | $5,630+10.9% | $6,730-7.3% |
| Admin fee / account holder | $457 | $18,654-97.6% | $16,006-97.1% | $14,365-96.8% |