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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 | $109,145 | $162,136-32.7% | $152,301-28.3% | $154,746-29.5% |
| Participation rate | 65.0% | 84.1%-19.1pp | 82.4%-17.4pp | 80.7%-15.7pp |
| Annual return | 23.82% | 91.02%-67.2pp | 80.50%-56.7pp | 172.34%-148.5pp |
| Employer contribution / active EE | $1,764 | $4,890-63.9% | $4,624-61.9% | $4,379-59.7% |
| Participant deferral / active EE | $3,498 | $8,341-58.1% | $8,004-56.3% | $6,730-48.0% |
| Admin fee / account holder | $26,080 | $15,759+65.5% | $14,398+81.1% | $14,365+81.5% |