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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 | $128,919 | $162,136-20.5% | $152,301-15.4% | $154,746-16.7% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 19.17% | 91.02%-71.9pp | 80.50%-61.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,978 | $4,890-39.1% | $4,624-35.6% | $4,379-32.0% |
| Participant deferral / active EE | $5,932 | $8,341-28.9% | $8,004-25.9% | $6,730-11.9% |
| Admin fee / account holder | $3,554 | $15,759-77.4% | $14,398-75.3% | $14,365-75.3% |