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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 | $95,837 | $156,398-38.7% | $147,318-34.9% | $138,895-31.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.11% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $10,548 | $4,853+117.3% | $4,593+129.7% | $4,194+151.5% |
| Participant deferral / active EE | $12,772 | $8,237+55.0% | $7,906+61.5% | $6,396+99.7% |
| Admin fee / account holder | $12,540 | $14,976-16.3% | $13,708-8.5% | $12,562-0.2% |