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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 | $112,017 | $178,174-37.1% | $156,181-28.3% | $137,256-18.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 18.16% | 84.19%-66.0pp | 64.87%-46.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,669 | $4,972-66.4% | $4,294-61.1% | $4,156-59.8% |
| Participant deferral / active EE | $8,010 | $6,888+16.3% | $6,132+30.6% | $6,407+25.0% |
| Admin fee / account holder | $939 | $17,404-94.6% | $14,586-93.6% | $12,270-92.4% |