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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 | $95,956 | $156,398-38.6% | $147,318-34.9% | $138,895-30.9% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 79.9%-15.6pp |
| Annual return | 18.26% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,673 | $4,853-65.5% | $4,593-63.6% | $4,194-60.1% |
| Participant deferral / active EE | $4,660 | $8,237-43.4% | $7,906-41.1% | $6,396-27.1% |
| Admin fee / account holder | $721 | $14,976-95.2% | $13,708-94.7% | $12,562-94.3% |