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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 | $101,352 | $156,398-35.2% | $147,318-31.2% | $138,895-27.0% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 14.36% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,511 | $4,853-68.9% | $4,593-67.1% | $4,194-64.0% |
| Participant deferral / active EE | $8,688 | $8,237+5.5% | $7,906+9.9% | $6,396+35.8% |
| Admin fee / account holder | $812 | $14,976-94.6% | $13,708-94.1% | $12,562-93.5% |