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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 | $86,616 | $154,228-43.8% | $145,433-40.4% | $137,256-36.9% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 80.0%-15.3pp |
| Annual return | 14.80% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,097 | $4,804-35.5% | $4,554-32.0% | $4,156-25.5% |
| Participant deferral / active EE | $5,584 | $8,216-32.0% | $7,897-29.3% | $6,407-12.8% |
| Admin fee / account holder | $12,128 | $14,344-15.4% | $13,129-7.6% | $12,270-1.2% |