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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 | $60,889 | $156,398-61.1% | $147,318-58.7% | $138,895-56.2% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 14.27% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,590 | $4,853-67.2% | $4,593-65.4% | $4,194-62.1% |
| Participant deferral / active EE | $3,798 | $8,237-53.9% | $7,906-52.0% | $6,396-40.6% |
| Admin fee / account holder | $636 | $14,976-95.8% | $13,708-95.4% | $12,562-94.9% |