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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 | $146,952 | $155,555-5.5% | $146,866+0.1% | $155,188-5.3% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 11.25% | 115.41%-104.2pp | 102.85%-91.6pp | 148.84%-137.6pp |
| Employer contribution / active EE | $1,026 | $4,647-77.9% | $4,425-76.8% | $4,248-75.8% |
| Participant deferral / active EE | $2,883 | $8,044-64.2% | $7,759-62.8% | $6,531-55.9% |
| Admin fee / account holder | $1,685 | $14,755-88.6% | $13,620-87.6% | $14,480-88.4% |