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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 | $95,580 | $155,555-38.6% | $146,866-34.9% | $155,188-38.4% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.5%-23.4pp | 80.8%-21.7pp |
| Annual return | 15.62% | 115.41%-99.8pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $3,505 | $4,647-24.6% | $4,425-20.8% | $4,248-17.5% |
| Participant deferral / active EE | $6,191 | $8,044-23.0% | $7,759-20.2% | $6,531-5.2% |
| Admin fee / account holder | $1,227 | $14,755-91.7% | $13,620-91.0% | $14,480-91.5% |