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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 | $120,283 | $174,379-31.0% | $152,093-20.9% | $138,895-13.4% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 16.59% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,668 | $4,652-64.1% | $4,175-60.0% | $4,194-60.2% |
| Participant deferral / active EE | $4,122 | $6,159-33.1% | $5,451-24.4% | $6,396-35.6% |
| Admin fee / account holder | $414 | $16,880-97.5% | $14,497-97.1% | $12,562-96.7% |