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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 | $52,545 | $155,555-66.2% | $146,866-64.2% | $155,188-66.1% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 17.30% | 115.41%-98.1pp | 102.85%-85.6pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,657 | $4,647-64.3% | $4,425-62.6% | $4,248-61.0% |
| Participant deferral / active EE | $5,181 | $8,044-35.6% | $7,759-33.2% | $6,531-20.7% |
| Admin fee / account holder | $1,908 | $14,755-87.1% | $13,620-86.0% | $14,480-86.8% |