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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 | $87,202 | $155,555-43.9% | $146,866-40.6% | $155,188-43.8% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.5%-19.4pp | 80.8%-17.6pp |
| Annual return | 15.25% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,109 | $4,647-54.6% | $4,425-52.3% | $4,248-50.4% |
| Participant deferral / active EE | $5,853 | $8,044-27.2% | $7,759-24.6% | $6,531-10.4% |
| Admin fee / account holder | $1,712 | $14,755-88.4% | $13,620-87.4% | $14,480-88.2% |