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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 | $138,484 | $174,379-20.6% | $152,093-8.9% | $138,895-0.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 22.46% | 74.86%-52.4pp | 66.36%-43.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $5,631 | $4,652+21.1% | $4,175+34.9% | $4,194+34.3% |
| Participant deferral / active EE | $7,331 | $6,159+19.0% | $5,451+34.5% | $6,396+14.6% |
| Admin fee / account holder | $3,201 | $16,880-81.0% | $14,497-77.9% | $12,562-74.5% |