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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 | $41,077 | $148,582-72.4% | $135,942-69.8% | $139,456-70.5% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 12.90% | 79.26%-66.4pp | 68.28%-55.4pp | 373.45%-360.6pp |
| Employer contribution / active EE | $1,233 | $5,245-76.5% | $4,858-74.6% | $4,753-74.1% |
| Participant deferral / active EE | $4,291 | $8,101-47.0% | $7,759-44.7% | $6,711-36.1% |
| Admin fee / account holder | $1,778 | $12,402-85.7% | $10,764-83.5% | $11,407-84.4% |