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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 | $154,524 | $185,312-16.6% | $161,489-4.3% | $154,746-0.1% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 15.07% | 103.84%-88.8pp | 89.72%-74.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,374 | $4,769-71.2% | $4,268-67.8% | $4,379-68.6% |
| Participant deferral / active EE | $4,794 | $6,350-24.5% | $5,630-14.8% | $6,730-28.8% |
| Admin fee / account holder | $1,516 | $18,654-91.9% | $16,006-90.5% | $14,365-89.4% |