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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 | $135,404 | $162,136-16.5% | $152,301-11.1% | $154,746-12.5% |
| Participation rate | 64.3% | 84.1%-19.8pp | 82.4%-18.2pp | 80.7%-16.4pp |
| Annual return | 13.94% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,343 | $4,890-52.1% | $4,624-49.3% | $4,379-46.5% |
| Participant deferral / active EE | $6,628 | $8,341-20.5% | $8,004-17.2% | $6,730-1.5% |
| Admin fee / account holder | $2,479 | $15,759-84.3% | $14,398-82.8% | $14,365-82.7% |