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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 | $83,813 | $156,398-46.4% | $147,318-43.1% | $138,895-39.7% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 15.03% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,860 | $4,853-61.7% | $4,593-59.5% | $4,194-55.7% |
| Participant deferral / active EE | $4,454 | $8,237-45.9% | $7,906-43.7% | $6,396-30.4% |
| Admin fee / account holder | $3,362 | $14,976-77.6% | $13,708-75.5% | $12,562-73.2% |