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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 | $58,066 | $174,379-66.7% | $152,093-61.8% | $138,895-58.2% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 16.03% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $906 | $4,652-80.5% | $4,175-78.3% | $4,194-78.4% |
| Participant deferral / active EE | $2,957 | $6,159-52.0% | $5,451-45.8% | $6,396-53.8% |
| Admin fee / account holder | $1,766 | $16,880-89.5% | $14,497-87.8% | $12,562-85.9% |