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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 | $135,010 | $156,398-13.7% | $147,318-8.4% | $138,895-2.8% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.6pp | 79.9%-34.5pp |
| Annual return | 16.07% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,883 | $4,853-61.2% | $4,593-59.0% | $4,194-55.1% |
| Participant deferral / active EE | $5,571 | $8,237-32.4% | $7,906-29.5% | $6,396-12.9% |
| Admin fee / account holder | $2,072 | $14,976-86.2% | $13,708-84.9% | $12,562-83.5% |