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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 | $76,161 | $156,398-51.3% | $147,318-48.3% | $138,895-45.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.16% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,209 | $4,853-54.5% | $4,593-51.9% | $4,194-47.3% |
| Participant deferral / active EE | $3,768 | $8,237-54.3% | $7,906-52.3% | $6,396-41.1% |
| Admin fee / account holder | $680 | $14,976-95.5% | $13,708-95.0% | $12,562-94.6% |