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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 | $115,301 | $155,555-25.9% | $146,866-21.5% | $155,188-25.7% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.5%-46.1pp | 80.8%-44.4pp |
| Annual return | 20.55% | 115.41%-94.9pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $1,827 | $4,647-60.7% | $4,425-58.7% | $4,248-57.0% |
| Participant deferral / active EE | $3,722 | $8,044-53.7% | $7,759-52.0% | $6,531-43.0% |
| Admin fee / account holder | $711 | $14,755-95.2% | $13,620-94.8% | $14,480-95.1% |