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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 | $110,155 | $156,398-29.6% | $147,318-25.2% | $138,895-20.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 16.81% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,356 | $4,853-51.5% | $4,593-48.7% | $4,194-43.8% |
| Participant deferral / active EE | $7,701 | $8,237-6.5% | $7,906-2.6% | $6,396+20.4% |
| Admin fee / account holder | $5,489 | $14,976-63.3% | $13,708-60.0% | $12,562-56.3% |