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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 | $100,703 | $162,136-37.9% | $152,301-33.9% | $154,746-34.9% |
| Participation rate | 61.9% | 84.1%-22.2pp | 82.4%-20.5pp | 80.7%-18.8pp |
| Annual return | 16.65% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,911 | $4,890-40.5% | $4,624-37.1% | $4,379-33.5% |
| Participant deferral / active EE | $5,688 | $8,341-31.8% | $8,004-28.9% | $6,730-15.5% |
| Admin fee / account holder | $1,805 | $15,759-88.5% | $14,398-87.5% | $14,365-87.4% |