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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 | $128,455 | $156,398-17.9% | $147,318-12.8% | $138,895-7.5% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 16.43% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,302 | $4,853-73.2% | $4,593-71.7% | $4,194-69.0% |
| Participant deferral / active EE | $8,276 | $8,237+0.5% | $7,906+4.7% | $6,396+29.4% |
| Admin fee / account holder | $492 | $14,976-96.7% | $13,708-96.4% | $12,562-96.1% |