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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 | $116,520 | $185,312-37.1% | $161,489-27.8% | $154,746-24.7% |
| Participation rate | 65.2% | 82.5%-17.2pp | 78.7%-13.5pp | 80.7%-15.5pp |
| Annual return | 21.68% | 103.84%-82.2pp | 89.72%-68.0pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,841 | $4,769-61.4% | $4,268-56.9% | $4,379-58.0% |
| Participant deferral / active EE | $4,818 | $6,350-24.1% | $5,630-14.4% | $6,730-28.4% |
| Admin fee / account holder | $468 | $18,654-97.5% | $16,006-97.1% | $14,365-96.7% |