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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 | $88,749 | $156,398-43.3% | $147,318-39.8% | $138,895-36.1% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 79.9%-11.7pp |
| Annual return | 30.14% | 78.75%-48.6pp | 70.43%-40.3pp | 145.39%-115.3pp |
| Employer contribution / active EE | $2,304 | $4,853-52.5% | $4,593-49.8% | $4,194-45.1% |
| Participant deferral / active EE | $8,350 | $8,237+1.4% | $7,906+5.6% | $6,396+30.5% |
| Admin fee / account holder | $2,502 | $14,976-83.3% | $13,708-81.8% | $12,562-80.1% |