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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 | $117,798 | $196,972-40.2% | $182,262-35.4% | $198,609-40.7% |
| Participation rate | 69.2% | 85.7%-16.5pp | 84.2%-15.0pp | 82.4%-13.1pp |
| Annual return | 15.79% | 158.27%-142.5pp | 140.60%-124.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $2,765 | $5,364-48.4% | $5,046-45.2% | $5,055-45.3% |
| Participant deferral / active EE | $7,804 | $8,643-9.7% | $8,276-5.7% | $6,977+11.9% |
| Admin fee / account holder | $855 | $18,429-95.4% | $16,712-94.9% | $19,030-95.5% |