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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 | $112,113 | $156,398-28.3% | $147,318-23.9% | $138,895-19.3% |
| Participation rate | 31.3% | 83.8%-52.5pp | 82.1%-50.8pp | 79.9%-48.7pp |
| Annual return | 23.22% | 78.75%-55.5pp | 70.43%-47.2pp | 145.39%-122.2pp |
| Employer contribution / active EE | $3,082 | $4,853-36.5% | $4,593-32.9% | $4,194-26.5% |
| Participant deferral / active EE | $4,825 | $8,237-41.4% | $7,906-39.0% | $6,396-24.6% |
| Admin fee / account holder | $835 | $14,976-94.4% | $13,708-93.9% | $12,562-93.3% |