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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 | $73,438 | $129,737-43.4% | $119,126-38.4% | $154,746-52.5% |
| Participation rate | 47.6% | 78.9%-31.2pp | 75.8%-28.1pp | 80.7%-33.1pp |
| Annual return | 13.70% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,209 | $4,375-72.4% | $4,034-70.0% | $4,379-72.4% |
| Participant deferral / active EE | $4,279 | $5,842-26.8% | $5,318-19.5% | $6,730-36.4% |
| Admin fee / account holder | $3,312 | $11,961-72.3% | $10,693-69.0% | $14,365-76.9% |