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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 | $96,679 | $162,136-40.4% | $152,301-36.5% | $154,746-37.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 15.25% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,616 | $4,890-67.0% | $4,624-65.1% | $4,379-63.1% |
| Participant deferral / active EE | $7,753 | $8,341-7.0% | $8,004-3.1% | $6,730+15.2% |
| Admin fee / account holder | $666 | $15,759-95.8% | $14,398-95.4% | $14,365-95.4% |