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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 | $114,096 | $174,379-34.6% | $152,093-25.0% | $138,895-17.9% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 13.11% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,190 | $4,652-74.4% | $4,175-71.5% | $4,194-71.6% |
| Participant deferral / active EE | $4,176 | $6,159-32.2% | $5,451-23.4% | $6,396-34.7% |
| Admin fee / account holder | $7,122 | $16,880-57.8% | $14,497-50.9% | $12,562-43.3% |