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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 | $87,202 | $156,398-44.2% | $147,318-40.8% | $138,895-37.2% |
| Participation rate | 63.2% | 83.8%-20.6pp | 82.1%-18.9pp | 79.9%-16.8pp |
| Annual return | 15.25% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,109 | $4,853-56.6% | $4,593-54.1% | $4,194-49.7% |
| Participant deferral / active EE | $5,853 | $8,237-28.9% | $7,906-26.0% | $6,396-8.5% |
| Admin fee / account holder | $1,712 | $14,976-88.6% | $13,708-87.5% | $12,562-86.4% |