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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 | $45,746 | $185,312-75.3% | $161,489-71.7% | $154,746-70.4% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 18.33% | 103.84%-85.5pp | 89.72%-71.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,128 | $4,769-34.4% | $4,268-26.7% | $4,379-28.6% |
| Participant deferral / active EE | $7,028 | $6,350+10.7% | $5,630+24.8% | $6,730+4.4% |
| Admin fee / account holder | $453 | $18,654-97.6% | $16,006-97.2% | $14,365-96.8% |