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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 | $151,259 | $162,136-6.7% | $152,301-0.7% | $154,746-2.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 15.68% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,507 | $4,890-69.2% | $4,624-67.4% | $4,379-65.6% |
| Participant deferral / active EE | $4,022 | $8,341-51.8% | $8,004-49.7% | $6,730-40.2% |
| Admin fee / account holder | $1,843 | $15,759-88.3% | $14,398-87.2% | $14,365-87.2% |