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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 | $40,824 | $135,956-70.0% | $123,894-67.0% | $273,972-85.1% |
| Participation rate | 52.6% | 84.1%-31.4pp | 81.4%-28.8pp | 83.0%-30.4pp |
| Annual return | 7.66% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,316 | $5,170-74.5% | $4,617-71.5% | $4,869-73.0% |
| Participant deferral / active EE | $3,629 | $6,343-42.8% | $5,984-39.4% | $5,287-31.4% |
| Admin fee / account holder | $819 | $9,817-91.7% | $8,357-90.2% | $10,133-91.9% |