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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 | $89,179 | $156,398-43.0% | $147,318-39.5% | $138,895-35.8% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 16.23% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,762 | $4,853-63.7% | $4,593-61.6% | $4,194-58.0% |
| Participant deferral / active EE | $6,878 | $8,237-16.5% | $7,906-13.0% | $6,396+7.5% |
| Admin fee / account holder | $673 | $14,976-95.5% | $13,708-95.1% | $12,562-94.6% |