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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 | $62,092 | $162,136-61.7% | $152,301-59.2% | $154,746-59.9% |
| Participation rate | 46.2% | 84.1%-38.0pp | 82.4%-36.3pp | 80.7%-34.5pp |
| Annual return | 12.02% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,080 | $4,890-77.9% | $4,624-76.7% | $4,379-75.3% |
| Participant deferral / active EE | $3,498 | $8,341-58.1% | $8,004-56.3% | $6,730-48.0% |
| Admin fee / account holder | $1,330 | $15,759-91.6% | $14,398-90.8% | $14,365-90.7% |