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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 | $132,826 | $156,398-15.1% | $147,318-9.8% | $138,895-4.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 12.68% | 78.75%-66.1pp | 70.43%-57.8pp | 145.39%-132.7pp |
| Employer contribution / active EE | $3,005 | $4,853-38.1% | $4,593-34.6% | $4,194-28.4% |
| Participant deferral / active EE | $3,023 | $8,237-63.3% | $7,906-61.8% | $6,396-52.7% |
| Admin fee / account holder | $6,805 | $14,976-54.6% | $13,708-50.4% | $12,562-45.8% |