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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 | $120,048 | $156,398-23.2% | $147,318-18.5% | $138,895-13.6% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 79.9%-14.9pp |
| Annual return | 18.81% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,098 | $4,853-56.8% | $4,593-54.3% | $4,194-50.0% |
| Participant deferral / active EE | $5,776 | $8,237-29.9% | $7,906-26.9% | $6,396-9.7% |
| Admin fee / account holder | $915 | $14,976-93.9% | $13,708-93.3% | $12,562-92.7% |