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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 | $132,199 | $162,136-18.5% | $152,301-13.2% | $154,746-14.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.16% | 91.02%-72.9pp | 80.50%-62.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,065 | $4,890-78.2% | $4,624-77.0% | $4,379-75.7% |
| Participant deferral / active EE | $3,536 | $8,341-57.6% | $8,004-55.8% | $6,730-47.5% |
| Admin fee / account holder | $765 | $15,759-95.1% | $14,398-94.7% | $14,365-94.7% |