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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 | $98,867 | $181,062-45.4% | $158,223-37.5% | $155,188-36.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 20.44% | 57.39%-36.9pp | 52.09%-31.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $940 | $4,565-79.4% | $4,109-77.1% | $4,248-77.9% |
| Participant deferral / active EE | $3,526 | $6,134-42.5% | $5,467-35.5% | $6,531-46.0% |
| Admin fee / account holder | $1,415 | $18,825-92.5% | $16,047-91.2% | $14,480-90.2% |