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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 | $110,449 | $155,555-29.0% | $146,866-24.8% | $155,188-28.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 12.27% | 115.41%-103.1pp | 102.85%-90.6pp | 148.84%-136.6pp |
| Employer contribution / active EE | $1,965 | $4,647-57.7% | $4,425-55.6% | $4,248-53.7% |
| Participant deferral / active EE | $4,275 | $8,044-46.9% | $7,759-44.9% | $6,531-34.5% |
| Admin fee / account holder | $2,112 | $14,755-85.7% | $13,620-84.5% | $14,480-85.4% |