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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 | $62,154 | $156,398-60.3% | $147,318-57.8% | $138,895-55.3% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 79.9%-11.7pp |
| Annual return | 20.60% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,837 | $4,853-62.1% | $4,593-60.0% | $4,194-56.2% |
| Participant deferral / active EE | $4,573 | $8,237-44.5% | $7,906-42.2% | $6,396-28.5% |
| Admin fee / account holder | $823 | $14,976-94.5% | $13,708-94.0% | $12,562-93.5% |