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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 | $95,922 | $154,228-37.8% | $145,433-34.0% | $137,256-30.1% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 80.0%-11.8pp |
| Annual return | 18.52% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,918 | $4,804-60.1% | $4,554-57.9% | $4,156-53.9% |
| Participant deferral / active EE | $4,580 | $8,216-44.3% | $7,897-42.0% | $6,407-28.5% |
| Admin fee / account holder | $4,162 | $14,344-71.0% | $13,129-68.3% | $12,270-66.1% |