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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 | $98,454 | $155,555-36.7% | $146,866-33.0% | $155,188-36.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 19.28% | 115.41%-96.1pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,782 | $4,647-40.1% | $4,425-37.1% | $4,248-34.5% |
| Participant deferral / active EE | $5,561 | $8,044-30.9% | $7,759-28.3% | $6,531-14.9% |
| Admin fee / account holder | $759 | $14,755-94.9% | $13,620-94.4% | $14,480-94.8% |