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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 | $101,976 | $155,555-34.4% | $146,866-30.6% | $155,188-34.3% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.5%-13.3pp | 80.8%-11.6pp |
| Annual return | 14.03% | 115.41%-101.4pp | 102.85%-88.8pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,955 | $4,647-57.9% | $4,425-55.8% | $4,248-54.0% |
| Participant deferral / active EE | $6,240 | $8,044-22.4% | $7,759-19.6% | $6,531-4.5% |
| Admin fee / account holder | $8,494 | $14,755-42.4% | $13,620-37.6% | $14,480-41.3% |