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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 | $114,688 | $155,555-26.3% | $146,866-21.9% | $155,188-26.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 15.26% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,318 | $4,647-71.6% | $4,425-70.2% | $4,248-69.0% |
| Participant deferral / active EE | $3,042 | $8,044-62.2% | $7,759-60.8% | $6,531-53.4% |
| Admin fee / account holder | $16,236 | $14,755+10.0% | $13,620+19.2% | $14,480+12.1% |