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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 | $128,763 | $162,136-20.6% | $152,301-15.5% | $154,746-16.8% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 12.17% | 91.02%-78.9pp | 80.50%-68.3pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,510 | $4,890-69.1% | $4,624-67.4% | $4,379-65.5% |
| Participant deferral / active EE | $6,709 | $8,341-19.6% | $8,004-16.2% | $6,730-0.3% |
| Admin fee / account holder | $1,369 | $15,759-91.3% | $14,398-90.5% | $14,365-90.5% |