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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 | $123,447 | $185,312-33.4% | $161,489-23.6% | $154,746-20.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.04% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,551 | $4,769-67.5% | $4,268-63.7% | $4,379-64.6% |
| Participant deferral / active EE | $4,583 | $6,350-27.8% | $5,630-18.6% | $6,730-31.9% |
| Admin fee / account holder | $2,127 | $18,654-88.6% | $16,006-86.7% | $14,365-85.2% |