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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 | $45,221 | $185,312-75.6% | $161,489-72.0% | $154,746-70.8% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 14.74% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,385 | $4,769-71.0% | $4,268-67.6% | $4,379-68.4% |
| Participant deferral / active EE | $5,387 | $6,350-15.2% | $5,630-4.3% | $6,730-20.0% |
| Admin fee / account holder | $831 | $18,654-95.5% | $16,006-94.8% | $14,365-94.2% |