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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 | $39,351 | $174,379-77.4% | $152,093-74.1% | $138,895-71.7% |
| Participation rate | 52.9% | 81.6%-28.7pp | 77.8%-24.8pp | 79.9%-27.0pp |
| Annual return | 15.50% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,124 | $4,652-75.8% | $4,175-73.1% | $4,194-73.2% |
| Participant deferral / active EE | $3,748 | $6,159-39.2% | $5,451-31.3% | $6,396-41.4% |
| Admin fee / account holder | $402 | $16,880-97.6% | $14,497-97.2% | $12,562-96.8% |