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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 | $133,890 | $174,379-23.2% | $152,093-12.0% | $138,895-3.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 18.66% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,773 | $4,652-61.9% | $4,175-57.5% | $4,194-57.7% |
| Participant deferral / active EE | $6,282 | $6,159+2.0% | $5,451+15.2% | $6,396-1.8% |
| Admin fee / account holder | $1,999 | $16,880-88.2% | $14,497-86.2% | $12,562-84.1% |