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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 | $112,753 | $162,136-30.5% | $152,301-26.0% | $154,746-27.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 12.63% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $5,175 | $4,890+5.8% | $4,624+11.9% | $4,379+18.2% |
| Participant deferral / active EE | $6,453 | $8,341-22.6% | $8,004-19.4% | $6,730-4.1% |
| Admin fee / account holder | $794 | $15,759-95.0% | $14,398-94.5% | $14,365-94.5% |