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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 | $99,077 | $185,312-46.5% | $161,489-38.6% | $154,746-36.0% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 19.49% | 103.84%-84.4pp | 89.72%-70.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,862 | $4,769-61.0% | $4,268-56.4% | $4,379-57.5% |
| Participant deferral / active EE | $5,118 | $6,350-19.4% | $5,630-9.1% | $6,730-24.0% |
| Admin fee / account holder | $1,710 | $18,654-90.8% | $16,006-89.3% | $14,365-88.1% |