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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 | $66,373 | $162,136-59.1% | $152,301-56.4% | $154,746-57.1% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 17.48% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,218 | $4,890-75.1% | $4,624-73.7% | $4,379-72.2% |
| Participant deferral / active EE | $5,121 | $8,341-38.6% | $8,004-36.0% | $6,730-23.9% |
| Admin fee / account holder | $4,089 | $15,759-74.1% | $14,398-71.6% | $14,365-71.5% |