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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 | $80,547 | $174,379-53.8% | $152,093-47.0% | $138,895-42.0% |
| Participation rate | 59.1% | 81.6%-22.6pp | 77.8%-18.7pp | 79.9%-20.8pp |
| Annual return | 19.95% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $3,234 | $4,652-30.5% | $4,175-22.5% | $4,194-22.9% |
| Participant deferral / active EE | $3,783 | $6,159-38.6% | $5,451-30.6% | $6,396-40.9% |
| Admin fee / account holder | $387 | $16,880-97.7% | $14,497-97.3% | $12,562-96.9% |