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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 | $72,880 | $156,398-53.4% | $147,318-50.5% | $138,895-47.5% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.3pp | 79.9%-11.2pp |
| Annual return | 16.31% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,806 | $4,853-21.6% | $4,593-17.1% | $4,194-9.3% |
| Participant deferral / active EE | $7,190 | $8,237-12.7% | $7,906-9.1% | $6,396+12.4% |
| Admin fee / account holder | $6,805 | $14,976-54.6% | $13,708-50.4% | $12,562-45.8% |