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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 | $115,042 | $185,312-37.9% | $161,489-28.8% | $154,746-25.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 22.63% | 103.84%-81.2pp | 89.72%-67.1pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,121 | $4,769-76.5% | $4,268-73.7% | $4,379-74.4% |
| Participant deferral / active EE | $4,408 | $6,350-30.6% | $5,630-21.7% | $6,730-34.5% |
| Admin fee / account holder | $677 | $18,654-96.4% | $16,006-95.8% | $14,365-95.3% |