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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 | $90,653 | $156,398-42.0% | $147,318-38.5% | $138,895-34.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 19.44% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $948 | $4,853-80.5% | $4,593-79.4% | $4,194-77.4% |
| Participant deferral / active EE | $6,619 | $8,237-19.6% | $7,906-16.3% | $6,396+3.5% |
| Admin fee / account holder | $351 | $14,976-97.7% | $13,708-97.4% | $12,562-97.2% |