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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 | $105,588 | $156,398-32.5% | $147,318-28.3% | $138,895-24.0% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 19.88% | 78.75%-58.9pp | 70.43%-50.6pp | 145.39%-125.5pp |
| Employer contribution / active EE | $4,368 | $4,853-10.0% | $4,593-4.9% | $4,194+4.1% |
| Participant deferral / active EE | $7,305 | $8,237-11.3% | $7,906-7.6% | $6,396+14.2% |
| Admin fee / account holder | $678 | $14,976-95.5% | $13,708-95.1% | $12,562-94.6% |