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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 | $162,136-40.8% | $152,301-37.0% | $154,746-38.0% |
| Participation rate | 68.2% | 84.1%-15.9pp | 82.4%-14.3pp | 80.7%-12.5pp |
| Annual return | 18.52% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,918 | $4,890-60.8% | $4,624-58.5% | $4,379-56.2% |
| Participant deferral / active EE | $4,580 | $8,341-45.1% | $8,004-42.8% | $6,730-32.0% |
| Admin fee / account holder | $4,162 | $15,759-73.6% | $14,398-71.1% | $14,365-71.0% |