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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 | $122,980 | $162,136-24.2% | $152,301-19.3% | $154,746-20.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 15.34% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,649 | $4,890-66.3% | $4,624-64.3% | $4,379-62.3% |
| Participant deferral / active EE | $6,269 | $8,341-24.8% | $8,004-21.7% | $6,730-6.9% |
| Admin fee / account holder | $495 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |