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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 | $150,073 | $162,136-7.4% | $152,301-1.5% | $154,746-3.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.94% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $3,636 | $4,890-25.6% | $4,624-21.4% | $4,379-17.0% |
| Participant deferral / active EE | $7,504 | $8,341-10.0% | $8,004-6.2% | $6,730+11.5% |
| Admin fee / account holder | $2,814 | $15,759-82.1% | $14,398-80.5% | $14,365-80.4% |