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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 | $81,827 | $156,398-47.7% | $147,318-44.5% | $138,895-41.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.41% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,297 | $4,853-73.3% | $4,593-71.8% | $4,194-69.1% |
| Participant deferral / active EE | $6,470 | $8,237-21.5% | $7,906-18.2% | $6,396+1.1% |
| Admin fee / account holder | $954 | $14,976-93.6% | $13,708-93.0% | $12,562-92.4% |