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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 | $101,851 | $156,398-34.9% | $147,318-30.9% | $138,895-26.7% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 16.16% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,485 | $4,853-48.8% | $4,593-45.9% | $4,194-40.8% |
| Participant deferral / active EE | $4,758 | $8,237-42.2% | $7,906-39.8% | $6,396-25.6% |
| Admin fee / account holder | $349 | $14,976-97.7% | $13,708-97.5% | $12,562-97.2% |