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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 | $93,884 | $156,398-40.0% | $147,318-36.3% | $138,895-32.4% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 27.41% | 78.75%-51.3pp | 70.43%-43.0pp | 145.39%-118.0pp |
| Employer contribution / active EE | $3,917 | $4,853-19.3% | $4,593-14.7% | $4,194-6.6% |
| Participant deferral / active EE | $7,833 | $8,237-4.9% | $7,906-0.9% | $6,396+22.5% |
| Admin fee / account holder | $303 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |