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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 | $73,656 | $154,228-52.2% | $145,433-49.4% | $137,256-46.3% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 13.99% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,085 | $4,804-77.4% | $4,554-76.2% | $4,156-73.9% |
| Participant deferral / active EE | $2,855 | $8,216-65.3% | $7,897-63.8% | $6,407-55.4% |
| Admin fee / account holder | $5,375 | $14,344-62.5% | $13,129-59.1% | $12,270-56.2% |