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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 | $72,888 | $183,592-60.3% | $155,574-53.1% | $145,877-50.0% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 23.95% | 61.37%-37.4pp | 64.87%-40.9pp | 551.28%-527.3pp |
| Employer contribution / active EE | $1,133 | $5,317-78.7% | $4,676-75.8% | $4,663-75.7% |
| Participant deferral / active EE | $3,688 | $6,466-43.0% | $5,629-34.5% | $6,691-44.9% |
| Admin fee / account holder | $2,263 | $19,316-88.3% | $15,914-85.8% | $13,402-83.1% |