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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 | $156,398-50.8% | $147,318-47.8% | $138,895-44.6% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 79.9%-11.7pp |
| Annual return | 19.89% | 78.75%-58.9pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $2,303 | $4,853-52.6% | $4,593-49.9% | $4,194-45.1% |
| Participant deferral / active EE | $3,793 | $8,237-54.0% | $7,906-52.0% | $6,396-40.7% |
| Admin fee / account holder | $1,014 | $14,976-93.2% | $13,708-92.6% | $12,562-91.9% |