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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 | $72,386 | $155,555-53.5% | $146,866-50.7% | $155,188-53.4% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.5%-29.2pp | 80.8%-27.5pp |
| Annual return | 27.00% | 115.41%-88.4pp | 102.85%-75.9pp | 148.84%-121.8pp |
| Employer contribution / active EE | $1,071 | $4,647-76.9% | $4,425-75.8% | $4,248-74.8% |
| Participant deferral / active EE | $5,079 | $8,044-36.9% | $7,759-34.5% | $6,531-22.2% |
| Admin fee / account holder | $609 | $14,755-95.9% | $13,620-95.5% | $14,480-95.8% |