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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 | $81,111 | $154,228-47.4% | $145,433-44.2% | $137,256-40.9% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 27.56% | 74.59%-47.0pp | 66.58%-39.0pp | 220.34%-192.8pp |
| Employer contribution / active EE | $3,188 | $4,804-33.6% | $4,554-30.0% | $4,156-23.3% |
| Participant deferral / active EE | $5,629 | $8,216-31.5% | $7,897-28.7% | $6,407-12.1% |
| Admin fee / account holder | $459 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |