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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 | $131,423 | $178,174-26.2% | $156,181-15.9% | $137,256-4.2% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.8%-9.6pp | 80.0%-10.7pp |
| Annual return | 17.96% | 84.19%-66.2pp | 64.87%-46.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,290 | $4,972-33.8% | $4,294-23.4% | $4,156-20.8% |
| Participant deferral / active EE | $5,942 | $6,888-13.7% | $6,132-3.1% | $6,407-7.3% |
| Admin fee / account holder | $2,423 | $17,404-86.1% | $14,586-83.4% | $12,270-80.3% |