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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 | $95,128 | $156,398-39.2% | $147,318-35.4% | $138,895-31.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 19.02% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,943 | $4,853-39.4% | $4,593-35.9% | $4,194-29.8% |
| Participant deferral / active EE | $6,919 | $8,237-16.0% | $7,906-12.5% | $6,396+8.2% |
| Admin fee / account holder | $346 | $14,976-97.7% | $13,708-97.5% | $12,562-97.2% |