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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 | $68,825 | $156,398-56.0% | $147,318-53.3% | $138,895-50.4% |
| Participation rate | 56.5% | 83.8%-27.2pp | 82.1%-25.5pp | 79.9%-23.4pp |
| Annual return | 19.91% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $3,899 | $4,853-19.7% | $4,593-15.1% | $4,194-7.0% |
| Participant deferral / active EE | $6,328 | $8,237-23.2% | $7,906-20.0% | $6,396-1.1% |
| Admin fee / account holder | $1,096 | $14,976-92.7% | $13,708-92.0% | $12,562-91.3% |