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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 | $96,326 | $185,312-48.0% | $161,489-40.4% | $154,746-37.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 11.89% | 103.84%-92.0pp | 89.72%-77.8pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,004 | $4,769-79.0% | $4,268-76.5% | $4,379-77.1% |
| Participant deferral / active EE | $2,738 | $6,350-56.9% | $5,630-51.4% | $6,730-59.3% |
| Admin fee / account holder | $1,179 | $18,654-93.7% | $16,006-92.6% | $14,365-91.8% |