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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 | $61,846 | $156,398-60.5% | $147,318-58.0% | $138,895-55.5% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 79.9%-15.6pp |
| Annual return | 17.04% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $3,257 | $4,853-32.9% | $4,593-29.1% | $4,194-22.4% |
| Participant deferral / active EE | $5,955 | $8,237-27.7% | $7,906-24.7% | $6,396-6.9% |
| Admin fee / account holder | $1,193 | $14,976-92.0% | $13,708-91.3% | $12,562-90.5% |