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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 | $35,015 | $162,136-78.4% | $152,301-77.0% | $154,746-77.4% |
| Participation rate | 30.0% | 84.1%-54.1pp | 82.4%-52.4pp | 80.7%-50.7pp |
| Annual return | 15.13% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,505 | $4,890-69.2% | $4,624-67.5% | $4,379-65.6% |
| Participant deferral / active EE | $3,291 | $8,341-60.5% | $8,004-58.9% | $6,730-51.1% |
| Admin fee / account holder | $690 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |