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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 | $124,542 | $162,136-23.2% | $152,301-18.2% | $154,746-19.5% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 14.69% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $4,288 | $4,890-12.3% | $4,624-7.3% | $4,379-2.1% |
| Participant deferral / active EE | $10,912 | $8,341+30.8% | $8,004+36.3% | $6,730+62.1% |
| Admin fee / account holder | $8,507 | $15,759-46.0% | $14,398-40.9% | $14,365-40.8% |