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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 | $162,136-28.4% | $152,301-23.8% | $154,746-25.0% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 17.41% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,556 | $4,890-68.2% | $4,624-66.4% | $4,379-64.5% |
| Participant deferral / active EE | $6,115 | $8,341-26.7% | $8,004-23.6% | $6,730-9.1% |
| Admin fee / account holder | $2,537 | $15,759-83.9% | $14,398-82.4% | $14,365-82.3% |