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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 | $78,498 | $156,398-49.8% | $147,318-46.7% | $138,895-43.5% |
| Participation rate | 52.6% | 83.8%-31.1pp | 82.1%-29.4pp | 79.9%-27.3pp |
| Annual return | 16.09% | 78.75%-62.7pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,696 | $4,853-65.1% | $4,593-63.1% | $4,194-59.6% |
| Participant deferral / active EE | $4,274 | $8,237-48.1% | $7,906-45.9% | $6,396-33.2% |
| Admin fee / account holder | $1,406 | $14,976-90.6% | $13,708-89.7% | $12,562-88.8% |