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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 | $112,916 | $156,398-27.8% | $147,318-23.4% | $138,895-18.7% |
| Participation rate | 52.4% | 83.8%-31.4pp | 82.1%-29.7pp | 79.9%-27.5pp |
| Annual return | 15.52% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,289 | $4,853-73.4% | $4,593-71.9% | $4,194-69.3% |
| Participant deferral / active EE | $5,806 | $8,237-29.5% | $7,906-26.6% | $6,396-9.2% |
| Admin fee / account holder | $1,146 | $14,976-92.3% | $13,708-91.6% | $12,562-90.9% |