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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 | $39,921 | $156,398-74.5% | $147,318-72.9% | $138,895-71.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 19.29% | 78.75%-59.5pp | 70.43%-51.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,323 | $4,853-72.7% | $4,593-71.2% | $4,194-68.4% |
| Participant deferral / active EE | $3,009 | $8,237-63.5% | $7,906-61.9% | $6,396-53.0% |
| Admin fee / account holder | $13,548 | $14,976-9.5% | $13,708-1.2% | $12,562+7.8% |