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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 | $33,919 | $154,228-78.0% | $145,433-76.7% | $137,256-75.3% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 24.37% | 74.59%-50.2pp | 66.58%-42.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,168 | $4,804-75.7% | $4,554-74.4% | $4,156-71.9% |
| Participant deferral / active EE | $4,514 | $8,216-45.1% | $7,897-42.8% | $6,407-29.5% |
| Admin fee / account holder | $526 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |