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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 | $54,509 | $156,398-65.1% | $147,318-63.0% | $138,895-60.8% |
| Participation rate | 26.7% | 83.8%-57.1pp | 82.1%-55.4pp | 79.9%-53.3pp |
| Annual return | 18.21% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,020 | $4,853-79.0% | $4,593-77.8% | $4,194-75.7% |
| Participant deferral / active EE | $2,818 | $8,237-65.8% | $7,906-64.4% | $6,396-55.9% |
| Admin fee / account holder | $308 | $14,976-97.9% | $13,708-97.8% | $12,562-97.6% |