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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 | $113,431 | $162,136-30.0% | $152,301-25.5% | $154,746-26.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.84% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $5,676 | $4,890+16.1% | $4,624+22.7% | $4,379+29.6% |
| Participant deferral / active EE | $5,745 | $8,341-31.1% | $8,004-28.2% | $6,730-14.6% |
| Admin fee / account holder | $2,345 | $15,759-85.1% | $14,398-83.7% | $14,365-83.7% |