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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 | $73,127 | $156,398-53.2% | $147,318-50.4% | $138,895-47.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 17.65% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,676 | $4,853-44.9% | $4,593-41.7% | $4,194-36.2% |
| Participant deferral / active EE | $4,194 | $8,237-49.1% | $7,906-47.0% | $6,396-34.4% |
| Admin fee / account holder | $4,706 | $14,976-68.6% | $13,708-65.7% | $12,562-62.5% |