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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 | $130,592 | $156,398-16.5% | $147,318-11.4% | $138,895-6.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 13.33% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $2,396 | $4,853-50.6% | $4,593-47.8% | $4,194-42.9% |
| Participant deferral / active EE | $3,894 | $8,237-52.7% | $7,906-50.7% | $6,396-39.1% |
| Admin fee / account holder | $871 | $14,976-94.2% | $13,708-93.6% | $12,562-93.1% |