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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 | $141,103 | $185,312-23.9% | $161,489-12.6% | $154,746-8.8% |
| Participation rate | 52.2% | 82.5%-30.3pp | 78.7%-26.5pp | 80.7%-28.5pp |
| Annual return | 10.76% | 103.84%-93.1pp | 89.72%-79.0pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,125 | $4,769-76.4% | $4,268-73.6% | $4,379-74.3% |
| Participant deferral / active EE | $2,286 | $6,350-64.0% | $5,630-59.4% | $6,730-66.0% |
| Admin fee / account holder | $1,582 | $18,654-91.5% | $16,006-90.1% | $14,365-89.0% |