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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 | $123,386 | $156,398-21.1% | $147,318-16.2% | $138,895-11.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.36% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,829 | $4,853-62.3% | $4,593-60.2% | $4,194-56.4% |
| Participant deferral / active EE | $11,370 | $8,237+38.0% | $7,906+43.8% | $6,396+77.8% |
| Admin fee / account holder | $1,124 | $14,976-92.5% | $13,708-91.8% | $12,562-91.1% |