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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 | $130,501 | $178,174-26.8% | $156,181-16.4% | $137,256-4.9% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 18.99% | 84.19%-65.2pp | 64.87%-45.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,766 | $4,972-24.3% | $4,294-12.3% | $4,156-9.4% |
| Participant deferral / active EE | $6,849 | $6,888-0.6% | $6,132+11.7% | $6,407+6.9% |
| Admin fee / account holder | $1,948 | $17,404-88.8% | $14,586-86.6% | $12,270-84.1% |