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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 | $76,903 | $162,136-52.6% | $152,301-49.5% | $154,746-50.3% |
| Participation rate | 68.2% | 84.1%-15.9pp | 82.4%-14.3pp | 80.7%-12.5pp |
| Annual return | 19.89% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,303 | $4,890-52.9% | $4,624-50.2% | $4,379-47.4% |
| Participant deferral / active EE | $3,793 | $8,341-54.5% | $8,004-52.6% | $6,730-43.6% |
| Admin fee / account holder | $1,014 | $15,759-93.6% | $14,398-93.0% | $14,365-92.9% |