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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 | $132,386 | $162,136-18.3% | $152,301-13.1% | $154,746-14.4% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 15.59% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,363 | $4,890-72.1% | $4,624-70.5% | $4,379-68.9% |
| Participant deferral / active EE | $8,091 | $8,341-3.0% | $8,004+1.1% | $6,730+20.2% |
| Admin fee / account holder | $1,395 | $15,759-91.1% | $14,398-90.3% | $14,365-90.3% |