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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 | $96,680 | $178,174-45.7% | $156,181-38.1% | $137,256-29.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 11.90% | 84.19%-72.3pp | 64.87%-53.0pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,085 | $4,972-78.2% | $4,294-74.7% | $4,156-73.9% |
| Participant deferral / active EE | $2,713 | $6,888-60.6% | $6,132-55.8% | $6,407-57.6% |
| Admin fee / account holder | $2,358 | $17,404-86.4% | $14,586-83.8% | $12,270-80.8% |