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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 | $113,077 | $181,062-37.5% | $158,223-28.5% | $155,188-27.1% |
| Participation rate | 37.5% | 82.7%-45.2pp | 79.2%-41.7pp | 80.8%-43.3pp |
| Annual return | 20.65% | 57.39%-36.7pp | 52.09%-31.4pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,232 | $4,565-73.0% | $4,109-70.0% | $4,248-71.0% |
| Participant deferral / active EE | $6,179 | $6,134+0.7% | $5,467+13.0% | $6,531-5.4% |
| Admin fee / account holder | $993 | $18,825-94.7% | $16,047-93.8% | $14,480-93.1% |