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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 | $56,747 | $156,398-63.7% | $147,318-61.5% | $138,895-59.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 15.66% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,776 | $4,853-42.8% | $4,593-39.6% | $4,194-33.8% |
| Participant deferral / active EE | $7,387 | $8,237-10.3% | $7,906-6.6% | $6,396+15.5% |
| Admin fee / account holder | $2,096 | $14,976-86.0% | $13,708-84.7% | $12,562-83.3% |