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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 | $83,491 | $156,398-46.6% | $147,318-43.3% | $138,895-39.9% |
| Participation rate | 38.9% | 83.8%-44.9pp | 82.1%-43.2pp | 79.9%-41.0pp |
| Annual return | 13.00% | 78.75%-65.7pp | 70.43%-57.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,350 | $4,853-72.2% | $4,593-70.6% | $4,194-67.8% |
| Participant deferral / active EE | $3,669 | $8,237-55.5% | $7,906-53.6% | $6,396-42.6% |
| Admin fee / account holder | $8,741 | $14,976-41.6% | $13,708-36.2% | $12,562-30.4% |