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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 | $42,839 | $156,398-72.6% | $147,318-70.9% | $138,895-69.2% |
| Participation rate | 52.4% | 83.8%-31.4pp | 82.1%-29.7pp | 79.9%-27.5pp |
| Annual return | 22.23% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $3,686 | $4,853-24.1% | $4,593-19.7% | $4,194-12.1% |
| Participant deferral / active EE | $5,249 | $8,237-36.3% | $7,906-33.6% | $6,396-17.9% |
| Admin fee / account holder | $1,536 | $14,976-89.7% | $13,708-88.8% | $12,562-87.8% |