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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 | $121,259 | $185,312-34.6% | $161,489-24.9% | $154,746-21.6% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 13.47% | 103.84%-90.4pp | 89.72%-76.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,816 | $4,769-61.9% | $4,268-57.5% | $4,379-58.5% |
| Participant deferral / active EE | $6,039 | $6,350-4.9% | $5,630+7.3% | $6,730-10.3% |
| Admin fee / account holder | $1,135 | $18,654-93.9% | $16,006-92.9% | $14,365-92.1% |