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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 | $127,722 | $162,136-21.2% | $152,301-16.1% | $154,746-17.5% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 18.13% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,829 | $4,890-42.2% | $4,624-38.8% | $4,379-35.4% |
| Participant deferral / active EE | $5,681 | $8,341-31.9% | $8,004-29.0% | $6,730-15.6% |
| Admin fee / account holder | $13,481 | $15,759-14.5% | $14,398-6.4% | $14,365-6.2% |