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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 | $131,580 | $148,623-11.5% | $135,974-3.2% | $139,466-5.7% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 19.96% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.7pp |
| Employer contribution / active EE | $3,604 | $5,246-31.3% | $4,859-25.8% | $4,754-24.2% |
| Participant deferral / active EE | $9,306 | $8,103+14.9% | $7,760+19.9% | $6,712+38.7% |
| Admin fee / account holder | $8,879 | $12,406-28.4% | $10,767-17.5% | $11,409-22.2% |