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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 | $119,302 | $156,398-23.7% | $147,318-19.0% | $138,895-14.1% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 21.59% | 78.75%-57.2pp | 70.43%-48.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $2,564 | $4,853-47.2% | $4,593-44.2% | $4,194-38.9% |
| Participant deferral / active EE | $2,863 | $8,237-65.2% | $7,906-63.8% | $6,396-55.2% |
| Admin fee / account holder | $3,171 | $14,976-78.8% | $13,708-76.9% | $12,562-74.8% |