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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 | $95,580 | $156,398-38.9% | $147,318-35.1% | $138,895-31.2% |
| Participation rate | 59.1% | 83.8%-24.7pp | 82.1%-23.0pp | 79.9%-20.8pp |
| Annual return | 15.62% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $3,505 | $4,853-27.8% | $4,593-23.7% | $4,194-16.4% |
| Participant deferral / active EE | $6,191 | $8,237-24.8% | $7,906-21.7% | $6,396-3.2% |
| Admin fee / account holder | $1,227 | $14,976-91.8% | $13,708-91.1% | $12,562-90.2% |