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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 | $116,035 | $156,398-25.8% | $147,318-21.2% | $138,895-16.5% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 17.41% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,556 | $4,853-67.9% | $4,593-66.1% | $4,194-62.9% |
| Participant deferral / active EE | $6,115 | $8,237-25.8% | $7,906-22.7% | $6,396-4.4% |
| Admin fee / account holder | $2,537 | $14,976-83.1% | $13,708-81.5% | $12,562-79.8% |