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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 | $101,976 | $162,136-37.1% | $152,301-33.0% | $154,746-34.1% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 14.03% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,955 | $4,890-60.0% | $4,624-57.7% | $4,379-55.4% |
| Participant deferral / active EE | $6,240 | $8,341-25.2% | $8,004-22.0% | $6,730-7.3% |
| Admin fee / account holder | $8,494 | $15,759-46.1% | $14,398-41.0% | $14,365-40.9% |