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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 | $95,792 | $156,398-38.8% | $147,318-35.0% | $138,895-31.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 20.79% | 78.75%-58.0pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $2,890 | $4,853-40.4% | $4,593-37.1% | $4,194-31.1% |
| Participant deferral / active EE | $6,273 | $8,237-23.9% | $7,906-20.7% | $6,396-1.9% |
| Admin fee / account holder | $347 | $14,976-97.7% | $13,708-97.5% | $12,562-97.2% |