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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 | $85,372 | $156,398-45.4% | $147,318-42.0% | $138,895-38.5% |
| Participation rate | 68.4% | 83.8%-15.3pp | 82.1%-13.6pp | 79.9%-11.5pp |
| Annual return | 13.95% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,348 | $4,853-72.2% | $4,593-70.7% | $4,194-67.9% |
| Participant deferral / active EE | $8,086 | $8,237-1.8% | $7,906+2.3% | $6,396+26.4% |
| Admin fee / account holder | $4,718 | $14,976-68.5% | $13,708-65.6% | $12,562-62.4% |