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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 | $30,762 | $154,228-80.1% | $145,433-78.8% | $137,256-77.6% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 14.46% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,918 | $4,804-60.1% | $4,554-57.9% | $4,156-53.8% |
| Participant deferral / active EE | $5,944 | $8,216-27.7% | $7,897-24.7% | $6,407-7.2% |
| Admin fee / account holder | $2,252 | $14,344-84.3% | $13,129-82.8% | $12,270-81.6% |