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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 | $102,453 | $162,136-36.8% | $152,301-32.7% | $154,746-33.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.43% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $3,549 | $4,890-27.4% | $4,624-23.3% | $4,379-19.0% |
| Participant deferral / active EE | $5,509 | $8,341-33.9% | $8,004-31.2% | $6,730-18.1% |
| Admin fee / account holder | $8,611 | $15,759-45.4% | $14,398-40.2% | $14,365-40.1% |