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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 | $137,397 | $162,136-15.3% | $152,301-9.8% | $154,746-11.2% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 15.24% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,398 | $4,890-71.4% | $4,624-69.8% | $4,379-68.1% |
| Participant deferral / active EE | $3,304 | $8,341-60.4% | $8,004-58.7% | $6,730-50.9% |
| Admin fee / account holder | $17,843 | $15,759+13.2% | $14,398+23.9% | $14,365+24.2% |