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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 | $87,388 | $156,398-44.1% | $147,318-40.7% | $138,895-37.1% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 14.90% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,751 | $4,853-63.9% | $4,593-61.9% | $4,194-58.3% |
| Participant deferral / active EE | $9,634 | $8,237+17.0% | $7,906+21.8% | $6,396+50.6% |
| Admin fee / account holder | $2,622 | $14,976-82.5% | $13,708-80.9% | $12,562-79.1% |