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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 | $82,636 | $185,312-55.4% | $161,489-48.8% | $154,746-46.6% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 15.94% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,328 | $4,769-72.2% | $4,268-68.9% | $4,379-69.7% |
| Participant deferral / active EE | $4,635 | $6,350-27.0% | $5,630-17.7% | $6,730-31.1% |
| Admin fee / account holder | $1,148 | $18,654-93.8% | $16,006-92.8% | $14,365-92.0% |