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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 | $142,818 | $162,136-11.9% | $152,301-6.2% | $154,746-7.7% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 21.09% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,051 | $4,890-78.5% | $4,624-77.3% | $4,379-76.0% |
| Participant deferral / active EE | $3,048 | $8,341-63.5% | $8,004-61.9% | $6,730-54.7% |
| Admin fee / account holder | $756 | $15,759-95.2% | $14,398-94.7% | $14,365-94.7% |