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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 | $95,807 | $162,136-40.9% | $152,301-37.1% | $154,746-38.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 22.19% | 91.02%-68.8pp | 80.50%-58.3pp | 172.34%-150.1pp |
| Employer contribution / active EE | $2,433 | $4,890-50.2% | $4,624-47.4% | $4,379-44.4% |
| Participant deferral / active EE | $7,699 | $8,341-7.7% | $8,004-3.8% | $6,730+14.4% |
| Admin fee / account holder | $335 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |