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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 | $63,918 | $156,398-59.1% | $147,318-56.6% | $138,895-54.0% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 16.65% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,043 | $4,853-78.5% | $4,593-77.3% | $4,194-75.1% |
| Participant deferral / active EE | $3,213 | $8,237-61.0% | $7,906-59.4% | $6,396-49.8% |
| Admin fee / account holder | $388 | $14,976-97.4% | $13,708-97.2% | $12,562-96.9% |