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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 | $112,728 | $178,174-36.7% | $156,181-27.8% | $137,256-17.9% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.8%-16.9pp | 80.0%-18.1pp |
| Annual return | 19.74% | 84.19%-64.5pp | 64.87%-45.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,646 | $4,972-66.9% | $4,294-61.7% | $4,156-60.4% |
| Participant deferral / active EE | $5,346 | $6,888-22.4% | $6,132-12.8% | $6,407-16.6% |
| Admin fee / account holder | $1,181 | $17,404-93.2% | $14,586-91.9% | $12,270-90.4% |