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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 | $64,929 | $162,136-60.0% | $152,301-57.4% | $154,746-58.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 19.07% | 91.02%-71.9pp | 80.50%-61.4pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,930 | $4,890-60.5% | $4,624-58.3% | $4,379-55.9% |
| Participant deferral / active EE | $4,765 | $8,341-42.9% | $8,004-40.5% | $6,730-29.2% |
| Admin fee / account holder | $858 | $15,759-94.6% | $14,398-94.0% | $14,365-94.0% |