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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 | $103,964 | $156,398-33.5% | $147,318-29.4% | $138,895-25.1% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.6pp | 79.9%-34.5pp |
| Annual return | 20.54% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,625 | $4,853-66.5% | $4,593-64.6% | $4,194-61.2% |
| Participant deferral / active EE | $4,681 | $8,237-43.2% | $7,906-40.8% | $6,396-26.8% |
| Admin fee / account holder | $4,827 | $14,976-67.8% | $13,708-64.8% | $12,562-61.6% |