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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 | $120,700 | $154,228-21.7% | $145,433-17.0% | $137,256-12.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.47% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,954 | $4,804-59.3% | $4,554-57.1% | $4,156-53.0% |
| Participant deferral / active EE | $5,068 | $8,216-38.3% | $7,897-35.8% | $6,407-20.9% |
| Admin fee / account holder | $1,516 | $14,344-89.4% | $13,129-88.5% | $12,270-87.6% |