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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 | $91,099 | $155,555-41.4% | $146,866-38.0% | $155,188-41.3% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.5%-37.1pp | 80.8%-35.3pp |
| Annual return | 20.84% | 115.41%-94.6pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $2,075 | $4,647-55.3% | $4,425-53.1% | $4,248-51.1% |
| Participant deferral / active EE | $4,446 | $8,044-44.7% | $7,759-42.7% | $6,531-31.9% |
| Admin fee / account holder | $610 | $14,755-95.9% | $13,620-95.5% | $14,480-95.8% |