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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 | $121,575 | $155,555-21.8% | $146,866-17.2% | $155,188-21.7% |
| Participation rate | 58.8% | 84.0%-25.1pp | 82.5%-23.7pp | 80.8%-22.0pp |
| Annual return | 15.06% | 115.41%-100.4pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $6,937 | $4,647+49.3% | $4,425+56.8% | $4,248+63.3% |
| Participant deferral / active EE | $12,003 | $8,044+49.2% | $7,759+54.7% | $6,531+83.8% |
| Admin fee / account holder | $29,889 | $14,755+102.6% | $13,620+119.5% | $14,480+106.4% |