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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 | $87,755 | $156,398-43.9% | $147,318-40.4% | $138,895-36.8% |
| Participation rate | 53.3% | 83.8%-30.4pp | 82.1%-28.7pp | 79.9%-26.6pp |
| Annual return | 17.64% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,674 | $4,853-65.5% | $4,593-63.6% | $4,194-60.1% |
| Participant deferral / active EE | $3,198 | $8,237-61.2% | $7,906-59.5% | $6,396-50.0% |
| Admin fee / account holder | $928 | $14,976-93.8% | $13,708-93.2% | $12,562-92.6% |