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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 | $45,371 | $162,136-72.0% | $152,301-70.2% | $154,746-70.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 19.70% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,122 | $4,890-77.1% | $4,624-75.7% | $4,379-74.4% |
| Participant deferral / active EE | $3,032 | $8,341-63.7% | $8,004-62.1% | $6,730-55.0% |
| Admin fee / account holder | $5,886 | $15,759-62.7% | $14,398-59.1% | $14,365-59.0% |