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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 | $129,982 | $156,398-16.9% | $147,318-11.8% | $138,895-6.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 15.24% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,864 | $4,853-41.0% | $4,593-37.6% | $4,194-31.7% |
| Participant deferral / active EE | $7,933 | $8,237-3.7% | $7,906+0.3% | $6,396+24.0% |
| Admin fee / account holder | $502 | $14,976-96.6% | $13,708-96.3% | $12,562-96.0% |