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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 | $128,907 | $155,555-17.1% | $146,866-12.2% | $155,188-16.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 16.91% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $3,167 | $4,647-31.8% | $4,425-28.4% | $4,248-25.4% |
| Participant deferral / active EE | $9,010 | $8,044+12.0% | $7,759+16.1% | $6,531+38.0% |
| Admin fee / account holder | $1,353 | $14,755-90.8% | $13,620-90.1% | $14,480-90.7% |