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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 | $98,454 | $156,398-37.0% | $147,318-33.2% | $138,895-29.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 19.28% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,782 | $4,853-42.7% | $4,593-39.4% | $4,194-33.7% |
| Participant deferral / active EE | $5,561 | $8,237-32.5% | $7,906-29.7% | $6,396-13.1% |
| Admin fee / account holder | $759 | $14,976-94.9% | $13,708-94.5% | $12,562-94.0% |