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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 | $97,456 | $156,398-37.7% | $147,318-33.8% | $138,895-29.8% |
| Participation rate | 61.1% | 83.8%-22.6pp | 82.1%-21.0pp | 79.9%-18.8pp |
| Annual return | 13.04% | 78.75%-65.7pp | 70.43%-57.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $939 | $4,853-80.7% | $4,593-79.6% | $4,194-77.6% |
| Participant deferral / active EE | $3,994 | $8,237-51.5% | $7,906-49.5% | $6,396-37.6% |
| Admin fee / account holder | $1,173 | $14,976-92.2% | $13,708-91.4% | $12,562-90.7% |