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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 | $111,654 | $135,956-17.9% | $123,894-9.9% | $273,972-59.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 7.84% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,058 | $5,170-40.9% | $4,617-33.8% | $4,869-37.2% |
| Participant deferral / active EE | $7,322 | $6,343+15.4% | $5,984+22.4% | $5,287+38.5% |
| Admin fee / account holder | $379 | $9,817-96.1% | $8,357-95.5% | $10,133-96.3% |