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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 | $137,213 | $162,136-15.4% | $152,301-9.9% | $154,746-11.3% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 13.66% | 91.02%-77.4pp | 80.50%-66.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,880 | $4,890-41.1% | $4,624-37.7% | $4,379-34.2% |
| Participant deferral / active EE | $7,939 | $8,341-4.8% | $8,004-0.8% | $6,730+18.0% |
| Admin fee / account holder | $10,385 | $15,759-34.1% | $14,398-27.9% | $14,365-27.7% |