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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 | $123,832 | $154,228-19.7% | $145,433-14.9% | $137,256-9.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.79% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $7,204 | $4,804+50.0% | $4,554+58.2% | $4,156+73.3% |
| Participant deferral / active EE | $21,483 | $8,216+161.5% | $7,897+172.0% | $6,407+235.3% |
| Admin fee / account holder | $1,134 | $14,344-92.1% | $13,129-91.4% | $12,270-90.8% |