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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 | $108,341 | $162,136-33.2% | $152,301-28.9% | $154,746-30.0% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 14.55% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,152 | $4,890-76.5% | $4,624-75.1% | $4,379-73.7% |
| Participant deferral / active EE | $3,410 | $8,341-59.1% | $8,004-57.4% | $6,730-49.3% |
| Admin fee / account holder | $493 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |