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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 | $120,945 | $162,136-25.4% | $152,301-20.6% | $154,746-21.8% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 15.69% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,640 | $4,890-46.0% | $4,624-42.9% | $4,379-39.7% |
| Participant deferral / active EE | $7,370 | $8,341-11.6% | $8,004-7.9% | $6,730+9.5% |
| Admin fee / account holder | $1,603 | $15,759-89.8% | $14,398-88.9% | $14,365-88.8% |