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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 | $34,004 | $227,597-85.1% | $189,575-82.1% | $167,536-79.7% |
| Participation rate | 44.4% | 82.5%-38.1pp | 78.4%-34.0pp | 82.1%-37.7pp |
| Annual return | 9.89% | 78.44%-68.5pp | 64.19%-54.3pp | 478.82%-468.9pp |
| Employer contribution / active EE | $1,510 | $5,316-71.6% | $4,412-65.8% | $4,839-68.8% |
| Participant deferral / active EE | $2,238 | $7,002-68.0% | $6,174-63.7% | $6,342-64.7% |
| Admin fee / account holder | $1,446 | $11,877-87.8% | $9,806-85.3% | $12,315-88.3% |