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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 | $81,759 | $156,398-47.7% | $147,318-44.5% | $138,895-41.1% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 15.01% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,299 | $4,853-73.2% | $4,593-71.7% | $4,194-69.0% |
| Participant deferral / active EE | $3,532 | $8,237-57.1% | $7,906-55.3% | $6,396-44.8% |
| Admin fee / account holder | $1,482 | $14,976-90.1% | $13,708-89.2% | $12,562-88.2% |