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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 | $75,046 | $181,062-58.6% | $158,223-52.6% | $155,188-51.6% |
| Participation rate | 35.0% | 82.7%-47.7pp | 79.2%-44.2pp | 80.8%-45.8pp |
| Annual return | 18.49% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,085 | $4,565-76.2% | $4,109-73.6% | $4,248-74.5% |
| Participant deferral / active EE | $3,149 | $6,134-48.7% | $5,467-42.4% | $6,531-51.8% |
| Admin fee / account holder | $7,281 | $18,825-61.3% | $16,047-54.6% | $14,480-49.7% |