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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 | $73,058 | $162,136-54.9% | $152,301-52.0% | $154,746-52.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 13.37% | 91.02%-77.7pp | 80.50%-67.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,525 | $4,890-68.8% | $4,624-67.0% | $4,379-65.2% |
| Participant deferral / active EE | $3,199 | $8,341-61.7% | $8,004-60.0% | $6,730-52.5% |
| Admin fee / account holder | $2,115 | $15,759-86.6% | $14,398-85.3% | $14,365-85.3% |