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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 | $151,073 | $162,136-6.8% | $152,301-0.8% | $154,746-2.4% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 17.33% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,766 | $4,890-63.9% | $4,624-61.8% | $4,379-59.7% |
| Participant deferral / active EE | $4,781 | $8,341-42.7% | $8,004-40.3% | $6,730-29.0% |
| Admin fee / account holder | $1,032 | $15,759-93.5% | $14,398-92.8% | $14,365-92.8% |