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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 | $143,159 | $185,312-22.7% | $161,489-11.4% | $154,746-7.5% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 19.10% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,160 | $4,769-75.7% | $4,268-72.8% | $4,379-73.5% |
| Participant deferral / active EE | $9,958 | $6,350+56.8% | $5,630+76.9% | $6,730+48.0% |
| Admin fee / account holder | $901 | $18,654-95.2% | $16,006-94.4% | $14,365-93.7% |