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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 | $132,539 | $155,555-14.8% | $146,866-9.8% | $155,188-14.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 15.12% | 115.41%-100.3pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,930 | $4,647-58.5% | $4,425-56.4% | $4,248-54.6% |
| Participant deferral / active EE | $5,739 | $8,044-28.7% | $7,759-26.0% | $6,531-12.1% |
| Admin fee / account holder | $533 | $14,755-96.4% | $13,620-96.1% | $14,480-96.3% |