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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 | $162,136-32.4% | $152,301-28.0% | $154,746-29.2% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 18.34% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,618 | $4,890-46.5% | $4,624-43.4% | $4,379-40.2% |
| Participant deferral / active EE | $3,505 | $8,341-58.0% | $8,004-56.2% | $6,730-47.9% |
| Admin fee / account holder | $3,992 | $15,759-74.7% | $14,398-72.3% | $14,365-72.2% |