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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 | $129,780 | $162,136-20.0% | $152,301-14.8% | $154,746-16.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 15.65% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,361 | $4,890-51.7% | $4,624-48.9% | $4,379-46.1% |
| Participant deferral / active EE | $8,068 | $8,341-3.3% | $8,004+0.8% | $6,730+19.9% |
| Admin fee / account holder | $384 | $15,759-97.6% | $14,398-97.3% | $14,365-97.3% |