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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 | $145,400 | $178,174-18.4% | $156,181-6.9% | $137,256+5.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 15.15% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,008 | $4,972-39.5% | $4,294-29.9% | $4,156-27.6% |
| Participant deferral / active EE | $5,553 | $6,888-19.4% | $6,132-9.4% | $6,407-13.3% |
| Admin fee / account holder | $1,380 | $17,404-92.1% | $14,586-90.5% | $12,270-88.8% |