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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 | $107,853 | $185,312-41.8% | $161,489-33.2% | $154,746-30.3% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.7%-48.7pp | 80.7%-50.7pp |
| Annual return | 20.15% | 103.84%-83.7pp | 89.72%-69.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,402 | $4,769-70.6% | $4,268-67.2% | $4,379-68.0% |
| Participant deferral / active EE | $5,111 | $6,350-19.5% | $5,630-9.2% | $6,730-24.1% |
| Admin fee / account holder | $520 | $18,654-97.2% | $16,006-96.8% | $14,365-96.4% |