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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 | $68,762 | $156,398-56.0% | $147,318-53.3% | $138,895-50.5% |
| Participation rate | 47.6% | 83.8%-36.1pp | 82.1%-34.4pp | 79.9%-32.3pp |
| Annual return | 22.27% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.1pp |
| Employer contribution / active EE | $1,087 | $4,853-77.6% | $4,593-76.3% | $4,194-74.1% |
| Participant deferral / active EE | $3,792 | $8,237-54.0% | $7,906-52.0% | $6,396-40.7% |
| Admin fee / account holder | $960 | $14,976-93.6% | $13,708-93.0% | $12,562-92.4% |