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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 | $39,915 | $156,398-74.5% | $147,318-72.9% | $138,895-71.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 17.68% | 78.75%-61.1pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,847 | $4,853-62.0% | $4,593-59.8% | $4,194-56.0% |
| Participant deferral / active EE | $3,086 | $8,237-62.5% | $7,906-61.0% | $6,396-51.8% |
| Admin fee / account holder | $4,126 | $14,976-72.5% | $13,708-69.9% | $12,562-67.2% |