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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 | $107,014 | $162,136-34.0% | $152,301-29.7% | $154,746-30.8% |
| Participation rate | 52.6% | 84.1%-31.5pp | 82.4%-29.8pp | 80.7%-28.1pp |
| Annual return | 13.40% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,426 | $4,890-50.4% | $4,624-47.5% | $4,379-44.6% |
| Participant deferral / active EE | $3,972 | $8,341-52.4% | $8,004-50.4% | $6,730-41.0% |
| Admin fee / account holder | $1,894 | $15,759-88.0% | $14,398-86.8% | $14,365-86.8% |