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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 | $104,517 | $154,228-32.2% | $145,433-28.1% | $137,256-23.9% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 18.24% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,553 | $4,804-26.0% | $4,554-22.0% | $4,156-14.5% |
| Participant deferral / active EE | $7,915 | $8,216-3.7% | $7,897+0.2% | $6,407+23.5% |
| Admin fee / account holder | $8,559 | $14,344-40.3% | $13,129-34.8% | $12,270-30.2% |