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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 | $96,729 | $156,398-38.2% | $147,318-34.3% | $138,895-30.4% |
| Participation rate | 36.8% | 83.8%-46.9pp | 82.1%-45.2pp | 79.9%-43.1pp |
| Annual return | 17.54% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,895 | $4,853-61.0% | $4,593-58.7% | $4,194-54.8% |
| Participant deferral / active EE | $3,591 | $8,237-56.4% | $7,906-54.6% | $6,396-43.9% |
| Admin fee / account holder | $384 | $14,976-97.4% | $13,708-97.2% | $12,562-96.9% |