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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 | $128,089 | $156,398-18.1% | $147,318-13.1% | $138,895-7.8% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 16.65% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,698 | $4,853-44.4% | $4,593-41.3% | $4,194-35.7% |
| Participant deferral / active EE | $5,404 | $8,237-34.4% | $7,906-31.7% | $6,396-15.5% |
| Admin fee / account holder | $651 | $14,976-95.7% | $13,708-95.2% | $12,562-94.8% |