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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 | $112,916 | $162,136-30.4% | $152,301-25.9% | $154,746-27.0% |
| Participation rate | 52.4% | 84.1%-31.7pp | 82.4%-30.1pp | 80.7%-28.3pp |
| Annual return | 15.52% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,289 | $4,890-73.7% | $4,624-72.1% | $4,379-70.6% |
| Participant deferral / active EE | $5,806 | $8,341-30.4% | $8,004-27.5% | $6,730-13.7% |
| Admin fee / account holder | $1,146 | $15,759-92.7% | $14,398-92.0% | $14,365-92.0% |