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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 | $92,699 | $156,398-40.7% | $147,318-37.1% | $138,895-33.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 20.63% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,639 | $4,853-45.6% | $4,593-42.6% | $4,194-37.1% |
| Participant deferral / active EE | $5,260 | $8,237-36.1% | $7,906-33.5% | $6,396-17.8% |
| Admin fee / account holder | $353 | $14,976-97.6% | $13,708-97.4% | $12,562-97.2% |