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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 | $69,066 | $155,555-55.6% | $146,866-53.0% | $155,188-55.5% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.5%-38.1pp | 80.8%-36.4pp |
| Annual return | 18.59% | 115.41%-96.8pp | 102.85%-84.3pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,345 | $4,647-71.1% | $4,425-69.6% | $4,248-68.3% |
| Participant deferral / active EE | $5,066 | $8,044-37.0% | $7,759-34.7% | $6,531-22.4% |
| Admin fee / account holder | $642 | $14,755-95.6% | $13,620-95.3% | $14,480-95.6% |