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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 | $137,977 | $162,136-14.9% | $152,301-9.4% | $154,746-10.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 14.16% | 91.02%-76.9pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,823 | $4,890-62.7% | $4,624-60.6% | $4,379-58.4% |
| Participant deferral / active EE | $3,875 | $8,341-53.5% | $8,004-51.6% | $6,730-42.4% |
| Admin fee / account holder | $17,932 | $15,759+13.8% | $14,398+24.5% | $14,365+24.8% |