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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 | $142,504 | $165,381-13.8% | $149,730-4.8% | $158,966-10.4% |
| Participation rate | 56.3% | 84.6%-28.3pp | 82.5%-26.2pp | 82.0%-25.7pp |
| Annual return | 17.32% | 348.29%-331.0pp | 276.70%-259.4pp | 302.95%-285.6pp |
| Employer contribution / active EE | $3,237 | $5,104-36.6% | $4,645-30.3% | $4,762-32.0% |
| Participant deferral / active EE | $6,100 | $7,182-15.1% | $6,843-10.9% | $5,983+2.0% |
| Admin fee / account holder | $1,258 | $10,809-88.4% | $9,310-86.5% | $11,250-88.8% |