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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 | $78,454 | $154,228-49.1% | $145,433-46.1% | $137,256-42.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.16% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,887 | $4,804+1.7% | $4,554+7.3% | $4,156+17.6% |
| Participant deferral / active EE | $13,086 | $8,216+59.3% | $7,897+65.7% | $6,407+104.2% |
| Admin fee / account holder | $15,372 | $14,344+7.2% | $13,129+17.1% | $12,270+25.3% |