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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 | $128,522 | $185,312-30.6% | $161,489-20.4% | $154,746-16.9% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 15.81% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,152 | $4,769-33.9% | $4,268-26.2% | $4,379-28.0% |
| Participant deferral / active EE | $7,820 | $6,350+23.2% | $5,630+38.9% | $6,730+16.2% |
| Admin fee / account holder | $623 | $18,654-96.7% | $16,006-96.1% | $14,365-95.7% |