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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 | $76,712 | $156,398-51.0% | $147,318-47.9% | $138,895-44.8% |
| Participation rate | 59.1% | 83.8%-24.7pp | 82.1%-23.0pp | 79.9%-20.8pp |
| Annual return | 16.67% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,675 | $4,853-44.9% | $4,593-41.8% | $4,194-36.2% |
| Participant deferral / active EE | $7,793 | $8,237-5.4% | $7,906-1.4% | $6,396+21.8% |
| Admin fee / account holder | $1,608 | $14,976-89.3% | $13,708-88.3% | $12,562-87.2% |