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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 | $116,520 | $172,111-32.3% | $150,298-22.5% | $137,256-15.1% |
| Participation rate | 65.2% | 81.7%-16.5pp | 77.8%-12.5pp | 80.0%-14.7pp |
| Annual return | 21.68% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,841 | $4,636-60.3% | $4,154-55.7% | $4,156-55.7% |
| Participant deferral / active EE | $4,818 | $6,166-21.9% | $5,453-11.6% | $6,407-24.8% |
| Admin fee / account holder | $468 | $16,471-97.2% | $14,116-96.7% | $12,270-96.2% |