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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 | $104,062 | $155,555-33.1% | $146,866-29.1% | $155,188-32.9% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.5%-28.0pp | 80.8%-26.3pp |
| Annual return | 14.69% | 115.41%-100.7pp | 102.85%-88.2pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,378 | $4,647-70.3% | $4,425-68.9% | $4,248-67.6% |
| Participant deferral / active EE | $2,557 | $8,044-68.2% | $7,759-67.1% | $6,531-60.9% |
| Admin fee / account holder | $1,498 | $14,755-89.8% | $13,620-89.0% | $14,480-89.7% |