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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 | $119,629 | $181,062-33.9% | $158,223-24.4% | $155,188-22.9% |
| Participation rate | 63.6% | 82.7%-19.0pp | 79.2%-15.6pp | 80.8%-17.2pp |
| Annual return | 11.24% | 57.39%-46.1pp | 52.09%-40.8pp | 148.84%-137.6pp |
| Employer contribution / active EE | $1,381 | $4,565-69.7% | $4,109-66.4% | $4,248-67.5% |
| Participant deferral / active EE | $3,621 | $6,134-41.0% | $5,467-33.8% | $6,531-44.6% |
| Admin fee / account holder | $1,851 | $18,825-90.2% | $16,047-88.5% | $14,480-87.2% |