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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 | $31,971 | $156,398-79.6% | $147,318-78.3% | $138,895-77.0% |
| Participation rate | 68.4% | 83.8%-15.3pp | 82.1%-13.6pp | 79.9%-11.5pp |
| Annual return | 15.55% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,604 | $4,853-67.0% | $4,593-65.1% | $4,194-61.8% |
| Participant deferral / active EE | $3,230 | $8,237-60.8% | $7,906-59.2% | $6,396-49.5% |
| Admin fee / account holder | $12,093 | $14,976-19.3% | $13,708-11.8% | $12,562-3.7% |