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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 | $104,062 | $156,398-33.5% | $147,318-29.4% | $138,895-25.1% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 14.69% | 78.75%-64.1pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,378 | $4,853-71.6% | $4,593-70.0% | $4,194-67.1% |
| Participant deferral / active EE | $2,557 | $8,237-69.0% | $7,906-67.7% | $6,396-60.0% |
| Admin fee / account holder | $1,498 | $14,976-90.0% | $13,708-89.1% | $12,562-88.1% |