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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 | $120,287 | $162,136-25.8% | $152,301-21.0% | $154,746-22.3% |
| Participation rate | 52.9% | 84.1%-31.2pp | 82.4%-29.5pp | 80.7%-27.8pp |
| Annual return | 14.35% | 91.02%-76.7pp | 80.50%-66.1pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,331 | $4,890-72.8% | $4,624-71.2% | $4,379-69.6% |
| Participant deferral / active EE | $6,036 | $8,341-27.6% | $8,004-24.6% | $6,730-10.3% |
| Admin fee / account holder | $11,434 | $15,759-27.4% | $14,398-20.6% | $14,365-20.4% |