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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 | $109,601 | $154,228-28.9% | $145,433-24.6% | $137,256-20.1% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 18.34% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,618 | $4,804-45.5% | $4,554-42.5% | $4,156-37.0% |
| Participant deferral / active EE | $3,505 | $8,216-57.3% | $7,897-55.6% | $6,407-45.3% |
| Admin fee / account holder | $3,992 | $14,344-72.2% | $13,129-69.6% | $12,270-67.5% |