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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 | $162,136-18.1% | $152,301-12.8% | $154,746-14.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 12.68% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.7pp |
| Employer contribution / active EE | $3,005 | $4,890-38.6% | $4,624-35.0% | $4,379-31.4% |
| Participant deferral / active EE | $3,023 | $8,341-63.8% | $8,004-62.2% | $6,730-55.1% |
| Admin fee / account holder | $6,805 | $15,759-56.8% | $14,398-52.7% | $14,365-52.6% |