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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 | $34,112 | $156,398-78.2% | $147,318-76.8% | $138,895-75.4% |
| Participation rate | 68.4% | 83.8%-15.3pp | 82.1%-13.6pp | 79.9%-11.5pp |
| Annual return | 18.64% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,317 | $4,853-72.9% | $4,593-71.3% | $4,194-68.6% |
| Participant deferral / active EE | $6,978 | $8,237-15.3% | $7,906-11.7% | $6,396+9.1% |
| Admin fee / account holder | $4,932 | $14,976-67.1% | $13,708-64.0% | $12,562-60.7% |