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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 | $130,168 | $185,312-29.8% | $161,489-19.4% | $154,746-15.9% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 12.95% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,248 | $4,769-73.8% | $4,268-70.8% | $4,379-71.5% |
| Participant deferral / active EE | $4,527 | $6,350-28.7% | $5,630-19.6% | $6,730-32.7% |
| Admin fee / account holder | $5,266 | $18,654-71.8% | $16,006-67.1% | $14,365-63.3% |