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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 | $100,313 | $156,398-35.9% | $147,318-31.9% | $138,895-27.8% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.3pp | 79.9%-11.2pp |
| Annual return | 17.03% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $3,383 | $4,853-30.3% | $4,593-26.3% | $4,194-19.3% |
| Participant deferral / active EE | $6,164 | $8,237-25.2% | $7,906-22.0% | $6,396-3.6% |
| Admin fee / account holder | $636 | $14,976-95.8% | $13,708-95.4% | $12,562-94.9% |