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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 | $131,423 | $178,174-26.2% | $156,181-15.9% | $137,256-4.2% |
| Participation rate | 65.2% | 82.0%-16.8pp | 78.8%-13.6pp | 80.0%-14.7pp |
| Annual return | 10.53% | 84.19%-73.7pp | 64.87%-54.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,430 | $4,972-51.1% | $4,294-43.4% | $4,156-41.5% |
| Participant deferral / active EE | $4,132 | $6,888-40.0% | $6,132-32.6% | $6,407-35.5% |
| Admin fee / account holder | $6,356 | $17,404-63.5% | $14,586-56.4% | $12,270-48.2% |