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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 | $39,040 | $156,398-75.0% | $147,318-73.5% | $138,895-71.9% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.6pp | 79.9%-35.5pp |
| Annual return | 19.01% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,079 | $4,853-77.8% | $4,593-76.5% | $4,194-74.3% |
| Participant deferral / active EE | $3,371 | $8,237-59.1% | $7,906-57.4% | $6,396-47.3% |
| Admin fee / account holder | $657 | $14,976-95.6% | $13,708-95.2% | $12,562-94.8% |