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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 | $72,554 | $162,136-55.3% | $152,301-52.4% | $154,746-53.1% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 12.19% | 91.02%-78.8pp | 80.50%-68.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,319 | $4,890-73.0% | $4,624-71.5% | $4,379-69.9% |
| Participant deferral / active EE | $3,005 | $8,341-64.0% | $8,004-62.5% | $6,730-55.4% |
| Admin fee / account holder | $320 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |