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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 | $146,568 | $162,136-9.6% | $152,301-3.8% | $154,746-5.3% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 19.67% | 91.02%-71.4pp | 80.50%-60.8pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,790 | $4,890-63.4% | $4,624-61.3% | $4,379-59.1% |
| Participant deferral / active EE | $11,089 | $8,341+32.9% | $8,004+38.5% | $6,730+64.8% |
| Admin fee / account holder | $1,287 | $15,759-91.8% | $14,398-91.1% | $14,365-91.0% |