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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 | $98,198 | $162,136-39.4% | $152,301-35.5% | $154,746-36.5% |
| Participation rate | 69.6% | 84.1%-14.5pp | 82.4%-12.9pp | 80.7%-11.1pp |
| Annual return | 16.16% | 91.02%-74.9pp | 80.50%-64.3pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,629 | $4,890-66.7% | $4,624-64.8% | $4,379-62.8% |
| Participant deferral / active EE | $3,895 | $8,341-53.3% | $8,004-51.3% | $6,730-42.1% |
| Admin fee / account holder | $2,511 | $15,759-84.1% | $14,398-82.6% | $14,365-82.5% |