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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 | $148,407 | $162,136-8.5% | $152,301-2.6% | $154,746-4.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.53% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $3,500 | $4,890-28.4% | $4,624-24.3% | $4,379-20.1% |
| Participant deferral / active EE | $6,400 | $8,341-23.3% | $8,004-20.0% | $6,730-4.9% |
| Admin fee / account holder | $1,585 | $15,759-89.9% | $14,398-89.0% | $14,365-89.0% |