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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 | $54,993 | $162,136-66.1% | $152,301-63.9% | $154,746-64.5% |
| Participation rate | 45.5% | 84.1%-38.7pp | 82.4%-37.0pp | 80.7%-35.2pp |
| Annual return | 21.36% | 91.02%-69.7pp | 80.50%-59.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,239 | $4,890-74.7% | $4,624-73.2% | $4,379-71.7% |
| Participant deferral / active EE | $4,396 | $8,341-47.3% | $8,004-45.1% | $6,730-34.7% |
| Admin fee / account holder | $305 | $15,759-98.1% | $14,398-97.9% | $14,365-97.9% |