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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 | $148,997 | $162,136-8.1% | $152,301-2.2% | $154,746-3.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 20.16% | 91.02%-70.9pp | 80.50%-60.3pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,730 | $4,890-23.7% | $4,624-19.3% | $4,379-14.8% |
| Participant deferral / active EE | $11,090 | $8,341+33.0% | $8,004+38.6% | $6,730+64.8% |
| Admin fee / account holder | $743 | $15,759-95.3% | $14,398-94.8% | $14,365-94.8% |