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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 | $70,542 | $156,398-54.9% | $147,318-52.1% | $138,895-49.2% |
| Participation rate | 68.4% | 83.8%-15.3pp | 82.1%-13.6pp | 79.9%-11.5pp |
| Annual return | 15.37% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,841 | $4,853-62.1% | $4,593-59.9% | $4,194-56.1% |
| Participant deferral / active EE | $4,348 | $8,237-47.2% | $7,906-45.0% | $6,396-32.0% |
| Admin fee / account holder | $5,791 | $14,976-61.3% | $13,708-57.8% | $12,562-53.9% |