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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 | $133,784 | $185,312-27.8% | $161,489-17.2% | $154,746-13.5% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.7%-31.6pp | 80.7%-33.6pp |
| Annual return | 15.11% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,361 | $4,769-71.5% | $4,268-68.1% | $4,379-68.9% |
| Participant deferral / active EE | $5,185 | $6,350-18.3% | $5,630-7.9% | $6,730-23.0% |
| Admin fee / account holder | $1,908 | $18,654-89.8% | $16,006-88.1% | $14,365-86.7% |