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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 | $110,550 | $156,398-29.3% | $147,318-25.0% | $138,895-20.4% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 13.50% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,874 | $4,853-61.4% | $4,593-59.2% | $4,194-55.3% |
| Participant deferral / active EE | $5,953 | $8,237-27.7% | $7,906-24.7% | $6,396-6.9% |
| Admin fee / account holder | $467 | $14,976-96.9% | $13,708-96.6% | $12,562-96.3% |