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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 | $123,327 | $178,174-30.8% | $156,181-21.0% | $137,256-10.1% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 11.98% | 84.19%-72.2pp | 64.87%-52.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,365 | $4,972-72.5% | $4,294-68.2% | $4,156-67.2% |
| Participant deferral / active EE | $5,364 | $6,888-22.1% | $6,132-12.5% | $6,407-16.3% |
| Admin fee / account holder | $1,667 | $17,404-90.4% | $14,586-88.6% | $12,270-86.4% |