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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 | $118,481 | $162,136-26.9% | $152,301-22.2% | $154,746-23.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 20.62% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $2,311 | $4,890-52.7% | $4,624-50.0% | $4,379-47.2% |
| Participant deferral / active EE | $11,111 | $8,341+33.2% | $8,004+38.8% | $6,730+65.1% |
| Admin fee / account holder | $967 | $15,759-93.9% | $14,398-93.3% | $14,365-93.3% |