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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 | $70,487 | $181,062-61.1% | $158,223-55.5% | $155,188-54.6% |
| Participation rate | 37.5% | 82.7%-45.2pp | 79.2%-41.7pp | 80.8%-43.3pp |
| Annual return | 12.49% | 57.39%-44.9pp | 52.09%-39.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $1,423 | $4,565-68.8% | $4,109-65.4% | $4,248-66.5% |
| Participant deferral / active EE | $3,348 | $6,134-45.4% | $5,467-38.8% | $6,531-48.7% |
| Admin fee / account holder | $1,211 | $18,825-93.6% | $16,047-92.5% | $14,480-91.6% |