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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 | $90,383 | $162,136-44.3% | $152,301-40.7% | $154,746-41.6% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 17.57% | 91.02%-73.5pp | 80.50%-62.9pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,265 | $4,890-74.1% | $4,624-72.7% | $4,379-71.1% |
| Participant deferral / active EE | $4,139 | $8,341-50.4% | $8,004-48.3% | $6,730-38.5% |
| Admin fee / account holder | $2,415 | $15,759-84.7% | $14,398-83.2% | $14,365-83.2% |