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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 | $136,659 | $162,136-15.7% | $152,301-10.3% | $154,746-11.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 13.58% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,174 | $4,890-76.0% | $4,624-74.6% | $4,379-73.2% |
| Participant deferral / active EE | $7,937 | $8,341-4.8% | $8,004-0.8% | $6,730+17.9% |
| Admin fee / account holder | $2,359 | $15,759-85.0% | $14,398-83.6% | $14,365-83.6% |