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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 | $134,172 | $185,312-27.6% | $161,489-16.9% | $154,746-13.3% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 14.86% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,808 | $4,769-62.1% | $4,268-57.6% | $4,379-58.7% |
| Participant deferral / active EE | $4,268 | $6,350-32.8% | $5,630-24.2% | $6,730-36.6% |
| Admin fee / account holder | $1,399 | $18,654-92.5% | $16,006-91.3% | $14,365-90.3% |