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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 | $89,264 | $156,398-42.9% | $147,318-39.4% | $138,895-35.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 15.54% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,701 | $4,853-44.4% | $4,593-41.2% | $4,194-35.6% |
| Participant deferral / active EE | $6,767 | $8,237-17.8% | $7,906-14.4% | $6,396+5.8% |
| Admin fee / account holder | $920 | $14,976-93.9% | $13,708-93.3% | $12,562-92.7% |