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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 | $108,914 | $162,136-32.8% | $152,301-28.5% | $154,746-29.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.78% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,780 | $4,890-63.6% | $4,624-61.5% | $4,379-59.4% |
| Participant deferral / active EE | $8,660 | $8,341+3.8% | $8,004+8.2% | $6,730+28.7% |
| Admin fee / account holder | $53,574 | $15,759+239.9% | $14,398+272.1% | $14,365+272.9% |