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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 | $90,377 | $154,228-41.4% | $145,433-37.9% | $137,256-34.2% |
| Participation rate | 58.8% | 83.8%-25.0pp | 82.1%-23.3pp | 80.0%-21.1pp |
| Annual return | 15.09% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,480 | $4,804-69.2% | $4,554-67.5% | $4,156-64.4% |
| Participant deferral / active EE | $5,081 | $8,216-38.2% | $7,897-35.7% | $6,407-20.7% |
| Admin fee / account holder | $5,998 | $14,344-58.2% | $13,129-54.3% | $12,270-51.1% |