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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 | $74,539 | $162,136-54.0% | $152,301-51.1% | $154,746-51.8% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 17.89% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,149 | $4,890-76.5% | $4,624-75.1% | $4,379-73.8% |
| Participant deferral / active EE | $4,048 | $8,341-51.5% | $8,004-49.4% | $6,730-39.9% |
| Admin fee / account holder | $686 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |