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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 | $156,398-55.8% | $147,318-53.1% | $138,895-50.3% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.6pp | 79.9%-35.5pp |
| Annual return | 18.59% | 78.75%-60.2pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,345 | $4,853-72.3% | $4,593-70.7% | $4,194-67.9% |
| Participant deferral / active EE | $5,066 | $8,237-38.5% | $7,906-35.9% | $6,396-20.8% |
| Admin fee / account holder | $642 | $14,976-95.7% | $13,708-95.3% | $12,562-94.9% |