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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 | $37,689 | $154,228-75.6% | $145,433-74.1% | $137,256-72.5% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 15.47% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,299 | $4,804-73.0% | $4,554-71.5% | $4,156-68.7% |
| Participant deferral / active EE | $3,028 | $8,216-63.2% | $7,897-61.7% | $6,407-52.7% |
| Admin fee / account holder | $6,512 | $14,344-54.6% | $13,129-50.4% | $12,270-46.9% |