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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 | $34,302 | $154,228-77.8% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 41.7% | 83.8%-42.1pp | 82.1%-40.5pp | 80.0%-38.3pp |
| Annual return | 19.10% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,705 | $4,804-64.5% | $4,554-62.6% | $4,156-59.0% |
| Participant deferral / active EE | $4,348 | $8,216-47.1% | $7,897-44.9% | $6,407-32.1% |
| Admin fee / account holder | $773 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |