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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 | $129,947 | $156,398-16.9% | $147,318-11.8% | $138,895-6.4% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 79.9%-14.9pp |
| Annual return | 14.34% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,715 | $4,853-44.1% | $4,593-40.9% | $4,194-35.3% |
| Participant deferral / active EE | $7,026 | $8,237-14.7% | $7,906-11.1% | $6,396+9.9% |
| Admin fee / account holder | $8,737 | $14,976-41.7% | $13,708-36.3% | $12,562-30.4% |