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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 | $47,872 | $196,972-75.7% | $182,262-73.7% | $198,609-75.9% |
| Participation rate | 44.4% | 85.7%-41.3pp | 84.2%-39.8pp | 82.4%-37.9pp |
| Annual return | 15.77% | 158.27%-142.5pp | 140.60%-124.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $1,632 | $5,364-69.6% | $5,046-67.6% | $5,055-67.7% |
| Participant deferral / active EE | $4,242 | $8,643-50.9% | $8,276-48.7% | $6,977-39.2% |
| Admin fee / account holder | $1,140 | $18,429-93.8% | $16,712-93.2% | $19,030-94.0% |