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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 | $108,538 | $155,555-30.2% | $146,866-26.1% | $155,188-30.1% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.5%-37.1pp | 80.8%-35.3pp |
| Annual return | 16.67% | 115.41%-98.7pp | 102.85%-86.2pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,384 | $4,647-48.7% | $4,425-46.1% | $4,248-43.9% |
| Participant deferral / active EE | $6,753 | $8,044-16.0% | $7,759-13.0% | $6,531+3.4% |
| Admin fee / account holder | $3,558 | $14,755-75.9% | $13,620-73.9% | $14,480-75.4% |