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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 | $79,770 | $156,398-49.0% | $147,318-45.9% | $138,895-42.6% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.4pp | 79.9%-33.3pp |
| Annual return | 13.38% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,434 | $4,853-70.5% | $4,593-68.8% | $4,194-65.8% |
| Participant deferral / active EE | $3,600 | $8,237-56.3% | $7,906-54.5% | $6,396-43.7% |
| Admin fee / account holder | $3,103 | $14,976-79.3% | $13,708-77.4% | $12,562-75.3% |