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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 | $131,889 | $185,312-28.8% | $161,489-18.3% | $154,746-14.8% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 18.03% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,482 | $4,769-68.9% | $4,268-65.3% | $4,379-66.2% |
| Participant deferral / active EE | $4,848 | $6,350-23.7% | $5,630-13.9% | $6,730-28.0% |
| Admin fee / account holder | $539 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |