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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 | $115,534 | $174,379-33.7% | $152,093-24.0% | $138,895-16.8% |
| Participation rate | 69.6% | 81.6%-12.1pp | 77.8%-8.2pp | 79.9%-10.4pp |
| Annual return | 13.19% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,500 | $4,652-46.3% | $4,175-40.1% | $4,194-40.4% |
| Participant deferral / active EE | $8,657 | $6,159+40.6% | $5,451+58.8% | $6,396+35.3% |
| Admin fee / account holder | $2,350 | $16,880-86.1% | $14,497-83.8% | $12,562-81.3% |