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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 | $122,110 | $155,555-21.5% | $146,866-16.9% | $155,188-21.3% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.5%-30.3pp | 80.8%-28.6pp |
| Annual return | 29.78% | 115.41%-85.6pp | 102.85%-73.1pp | 148.84%-119.1pp |
| Employer contribution / active EE | $1,715 | $4,647-63.1% | $4,425-61.2% | $4,248-59.6% |
| Participant deferral / active EE | $10,212 | $8,044+26.9% | $7,759+31.6% | $6,531+56.4% |
| Admin fee / account holder | $2,009 | $14,755-86.4% | $13,620-85.2% | $14,480-86.1% |