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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 | $38,073 | $156,398-75.7% | $147,318-74.2% | $138,895-72.6% |
| Participation rate | 69.6% | 83.8%-14.2pp | 82.1%-12.5pp | 79.9%-10.4pp |
| Annual return | 17.70% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,812 | $4,853-62.7% | $4,593-60.5% | $4,194-56.8% |
| Participant deferral / active EE | $3,213 | $8,237-61.0% | $7,906-59.4% | $6,396-49.8% |
| Admin fee / account holder | $1,455 | $14,976-90.3% | $13,708-89.4% | $12,562-88.4% |