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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 | $107,160 | $162,136-33.9% | $152,301-29.6% | $154,746-30.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 12.48% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,431 | $4,890-70.7% | $4,624-69.1% | $4,379-67.3% |
| Participant deferral / active EE | $6,569 | $8,341-21.2% | $8,004-17.9% | $6,730-2.4% |
| Admin fee / account holder | $1,302 | $15,759-91.7% | $14,398-91.0% | $14,365-90.9% |