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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 | $145,442 | $162,136-10.3% | $152,301-4.5% | $154,746-6.0% |
| Participation rate | 57.9% | 84.1%-26.2pp | 82.4%-24.6pp | 80.7%-22.8pp |
| Annual return | 13.66% | 91.02%-77.4pp | 80.50%-66.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,694 | $4,890-44.9% | $4,624-41.8% | $4,379-38.5% |
| Participant deferral / active EE | $5,482 | $8,341-34.3% | $8,004-31.5% | $6,730-18.5% |
| Admin fee / account holder | $6,777 | $15,759-57.0% | $14,398-52.9% | $14,365-52.8% |