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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 | $174,379-31.4% | $152,093-21.3% | $138,895-13.9% |
| Participation rate | 63.6% | 81.6%-18.0pp | 77.8%-14.1pp | 79.9%-16.3pp |
| Annual return | 11.24% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,381 | $4,652-70.3% | $4,175-66.9% | $4,194-67.1% |
| Participant deferral / active EE | $3,621 | $6,159-41.2% | $5,451-33.6% | $6,396-43.4% |
| Admin fee / account holder | $1,851 | $16,880-89.0% | $14,497-87.2% | $12,562-85.3% |