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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 | $96,729 | $155,555-37.8% | $146,866-34.1% | $155,188-37.7% |
| Participation rate | 36.8% | 84.0%-47.1pp | 82.5%-45.7pp | 80.8%-44.0pp |
| Annual return | 17.54% | 115.41%-97.9pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,895 | $4,647-59.2% | $4,425-57.2% | $4,248-55.4% |
| Participant deferral / active EE | $3,591 | $8,044-55.4% | $7,759-53.7% | $6,531-45.0% |
| Admin fee / account holder | $384 | $14,755-97.4% | $13,620-97.2% | $14,480-97.4% |