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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 | $96,051 | $156,398-38.6% | $147,318-34.8% | $138,895-30.8% |
| Participation rate | 69.6% | 83.8%-14.2pp | 82.1%-12.5pp | 79.9%-10.4pp |
| Annual return | 18.23% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $3,433 | $4,853-29.3% | $4,593-25.3% | $4,194-18.2% |
| Participant deferral / active EE | $6,010 | $8,237-27.0% | $7,906-24.0% | $6,396-6.0% |
| Admin fee / account holder | $1,388 | $14,976-90.7% | $13,708-89.9% | $12,562-88.9% |