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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 | $102,372 | $156,398-34.5% | $147,318-30.5% | $138,895-26.3% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 17.65% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,167 | $4,853-76.0% | $4,593-74.6% | $4,194-72.2% |
| Participant deferral / active EE | $5,611 | $8,237-31.9% | $7,906-29.0% | $6,396-12.3% |
| Admin fee / account holder | $481 | $14,976-96.8% | $13,708-96.5% | $12,562-96.2% |