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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 | $138,259 | $162,136-14.7% | $152,301-9.2% | $154,746-10.7% |
| Participation rate | 46.7% | 84.1%-37.4pp | 82.4%-35.8pp | 80.7%-34.0pp |
| Annual return | 16.64% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,522 | $4,890-68.9% | $4,624-67.1% | $4,379-65.2% |
| Participant deferral / active EE | $6,052 | $8,341-27.4% | $8,004-24.4% | $6,730-10.1% |
| Admin fee / account holder | $5,908 | $15,759-62.5% | $14,398-59.0% | $14,365-58.9% |