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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 | $87,669 | $185,312-52.7% | $161,489-45.7% | $154,746-43.3% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 16.56% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,870 | $4,769-60.8% | $4,268-56.2% | $4,379-57.3% |
| Participant deferral / active EE | $5,282 | $6,350-16.8% | $5,630-6.2% | $6,730-21.5% |
| Admin fee / account holder | $524 | $18,654-97.2% | $16,006-96.7% | $14,365-96.3% |