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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 | $88,875 | $154,228-42.4% | $145,433-38.9% | $137,256-35.2% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 22.25% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $3,380 | $4,804-29.6% | $4,554-25.8% | $4,156-18.7% |
| Participant deferral / active EE | $5,898 | $8,216-28.2% | $7,897-25.3% | $6,407-7.9% |
| Admin fee / account holder | $644 | $14,344-95.5% | $13,129-95.1% | $12,270-94.8% |