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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 | $119,467 | $155,555-23.2% | $146,866-18.7% | $155,188-23.0% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 21.80% | 115.41%-93.6pp | 102.85%-81.1pp | 148.84%-127.0pp |
| Employer contribution / active EE | $1,486 | $4,647-68.0% | $4,425-66.4% | $4,248-65.0% |
| Participant deferral / active EE | $2,799 | $8,044-65.2% | $7,759-63.9% | $6,531-57.2% |
| Admin fee / account holder | $929 | $14,755-93.7% | $13,620-93.2% | $14,480-93.6% |