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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 | $70,358 | $174,379-59.7% | $152,093-53.7% | $138,895-49.3% |
| Participation rate | 36.8% | 81.6%-44.8pp | 77.8%-40.9pp | 79.9%-43.1pp |
| Annual return | 14.52% | 74.86%-60.3pp | 66.36%-51.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,252 | $4,652-73.1% | $4,175-70.0% | $4,194-70.2% |
| Participant deferral / active EE | $3,513 | $6,159-43.0% | $5,451-35.6% | $6,396-45.1% |
| Admin fee / account holder | $4,577 | $16,880-72.9% | $14,497-68.4% | $12,562-63.6% |