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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 | $39,184 | $156,398-74.9% | $147,318-73.4% | $138,895-71.8% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.4pp | 79.9%-33.3pp |
| Annual return | 19.85% | 78.75%-58.9pp | 70.43%-50.6pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,275 | $4,853-73.7% | $4,593-72.2% | $4,194-69.6% |
| Participant deferral / active EE | $3,558 | $8,237-56.8% | $7,906-55.0% | $6,396-44.4% |
| Admin fee / account holder | $1,693 | $14,976-88.7% | $13,708-87.7% | $12,562-86.5% |