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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 | $112,281 | $185,312-39.4% | $161,489-30.5% | $154,746-27.4% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 17.49% | 103.84%-86.4pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,805 | $4,769-20.2% | $4,268-10.9% | $4,379-13.1% |
| Participant deferral / active EE | $9,370 | $6,350+47.6% | $5,630+66.4% | $6,730+39.2% |
| Admin fee / account holder | $549 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |