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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 | $120,310 | $162,136-25.8% | $152,301-21.0% | $154,746-22.3% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 16.71% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,202 | $4,890-55.0% | $4,624-52.4% | $4,379-49.7% |
| Participant deferral / active EE | $5,651 | $8,341-32.3% | $8,004-29.4% | $6,730-16.0% |
| Admin fee / account holder | $484 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |