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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 | $97,200 | $155,555-37.5% | $146,866-33.8% | $155,188-37.4% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.5%-29.2pp | 80.8%-27.5pp |
| Annual return | 14.95% | 115.41%-100.5pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $2,528 | $4,647-45.6% | $4,425-42.9% | $4,248-40.5% |
| Participant deferral / active EE | $5,693 | $8,044-29.2% | $7,759-26.6% | $6,531-12.8% |
| Admin fee / account holder | $1,052 | $14,755-92.9% | $13,620-92.3% | $14,480-92.7% |