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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 | $59,631 | $156,398-61.9% | $147,318-59.5% | $138,895-57.1% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 19.55% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,934 | $4,853-60.2% | $4,593-57.9% | $4,194-53.9% |
| Participant deferral / active EE | $5,421 | $8,237-34.2% | $7,906-31.4% | $6,396-15.3% |
| Admin fee / account holder | $9,453 | $14,976-36.9% | $13,708-31.0% | $12,562-24.7% |