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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 | $38,255 | $156,398-75.5% | $147,318-74.0% | $138,895-72.5% |
| Participation rate | 60.9% | 83.8%-22.9pp | 82.1%-21.2pp | 79.9%-19.0pp |
| Annual return | 22.18% | 78.75%-56.6pp | 70.43%-48.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $1,846 | $4,853-62.0% | $4,593-59.8% | $4,194-56.0% |
| Participant deferral / active EE | $2,730 | $8,237-66.9% | $7,906-65.5% | $6,396-57.3% |
| Admin fee / account holder | $3,844 | $14,976-74.3% | $13,708-72.0% | $12,562-69.4% |