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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 | $95,401 | $178,174-46.5% | $156,181-38.9% | $137,256-30.5% |
| Participation rate | 65.2% | 82.0%-16.8pp | 78.8%-13.6pp | 80.0%-14.7pp |
| Annual return | 14.87% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,362 | $4,972-72.6% | $4,294-68.3% | $4,156-67.2% |
| Participant deferral / active EE | $5,304 | $6,888-23.0% | $6,132-13.5% | $6,407-17.2% |
| Admin fee / account holder | $2,699 | $17,404-84.5% | $14,586-81.5% | $12,270-78.0% |