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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 | $145,801 | $199,109-26.8% | $173,730-16.1% | $154,746-5.8% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.6%-26.2pp | 80.7%-27.4pp |
| Annual return | 19.94% | 20.02%-0.1pp | 19.96%0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,959 | $5,311-44.3% | $4,577-35.4% | $4,379-32.4% |
| Participant deferral / active EE | $5,445 | $7,113-23.4% | $6,326-13.9% | $6,730-19.1% |
| Admin fee / account holder | $533 | $20,916-97.4% | $17,523-97.0% | $14,365-96.3% |