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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 | $98,861 | $156,398-36.8% | $147,318-32.9% | $138,895-28.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 18.21% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $3,202 | $4,853-34.0% | $4,593-30.3% | $4,194-23.7% |
| Participant deferral / active EE | $6,958 | $8,237-15.5% | $7,906-12.0% | $6,396+8.8% |
| Admin fee / account holder | $3,702 | $14,976-75.3% | $13,708-73.0% | $12,562-70.5% |