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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 | $110,550 | $155,555-28.9% | $146,866-24.7% | $155,188-28.8% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.5%-21.0pp | 80.8%-19.3pp |
| Annual return | 13.50% | 115.41%-101.9pp | 102.85%-89.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,874 | $4,647-59.7% | $4,425-57.6% | $4,248-55.9% |
| Participant deferral / active EE | $5,953 | $8,044-26.0% | $7,759-23.3% | $6,531-8.9% |
| Admin fee / account holder | $467 | $14,755-96.8% | $13,620-96.6% | $14,480-96.8% |