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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 | $138,497 | $162,136-14.6% | $152,301-9.1% | $154,746-10.5% |
| Participation rate | 47.4% | 84.1%-36.7pp | 82.4%-35.1pp | 80.7%-33.3pp |
| Annual return | 20.61% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $2,767 | $4,890-43.4% | $4,624-40.2% | $4,379-36.8% |
| Participant deferral / active EE | $7,547 | $8,341-9.5% | $8,004-5.7% | $6,730+12.1% |
| Admin fee / account holder | $6,599 | $15,759-58.1% | $14,398-54.2% | $14,365-54.1% |