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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 | $151,011 | $185,312-18.5% | $161,489-6.5% | $154,746-2.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 10.79% | 103.84%-93.1pp | 89.72%-78.9pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,275 | $4,769-73.3% | $4,268-70.1% | $4,379-70.9% |
| Participant deferral / active EE | $7,334 | $6,350+15.5% | $5,630+30.3% | $6,730+9.0% |
| Admin fee / account holder | $2,598 | $18,654-86.1% | $16,006-83.8% | $14,365-81.9% |