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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 | $114,119 | $162,136-29.6% | $152,301-25.1% | $154,746-26.3% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 18.72% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $911 | $4,890-81.4% | $4,624-80.3% | $4,379-79.2% |
| Participant deferral / active EE | $8,807 | $8,341+5.6% | $8,004+10.0% | $6,730+30.9% |
| Admin fee / account holder | $765 | $15,759-95.1% | $14,398-94.7% | $14,365-94.7% |