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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 | $80,646 | $156,398-48.4% | $147,318-45.3% | $138,895-41.9% |
| Participation rate | 58.8% | 83.8%-24.9pp | 82.1%-23.2pp | 79.9%-21.1pp |
| Annual return | 20.93% | 78.75%-57.8pp | 70.43%-49.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $1,657 | $4,853-65.9% | $4,593-63.9% | $4,194-60.5% |
| Participant deferral / active EE | $4,519 | $8,237-45.1% | $7,906-42.8% | $6,396-29.3% |
| Admin fee / account holder | $1,133 | $14,976-92.4% | $13,708-91.7% | $12,562-91.0% |