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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 | $104,577 | $154,228-32.2% | $145,433-28.1% | $137,256-23.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.07% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,362 | $4,804-9.2% | $4,554-4.2% | $4,156+4.9% |
| Participant deferral / active EE | $10,049 | $8,216+22.3% | $7,897+27.2% | $6,407+56.8% |
| Admin fee / account holder | $5,845 | $14,344-59.3% | $13,129-55.5% | $12,270-52.4% |