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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 | $47,872 | $155,555-69.2% | $146,866-67.4% | $155,188-69.2% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.5%-38.1pp | 80.8%-36.4pp |
| Annual return | 15.77% | 115.41%-99.6pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,632 | $4,647-64.9% | $4,425-63.1% | $4,248-61.6% |
| Participant deferral / active EE | $4,242 | $8,044-47.3% | $7,759-45.3% | $6,531-35.0% |
| Admin fee / account holder | $1,140 | $14,755-92.3% | $13,620-91.6% | $14,480-92.1% |