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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 | $58,368 | $154,228-62.2% | $145,433-59.9% | $137,256-57.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 22.27% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,741 | $4,804-63.8% | $4,554-61.8% | $4,156-58.1% |
| Participant deferral / active EE | $3,496 | $8,216-57.5% | $7,897-55.7% | $6,407-45.4% |
| Admin fee / account holder | $505 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |