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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 | $37,739 | $162,136-76.7% | $152,301-75.2% | $154,746-75.6% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 13.86% | 91.02%-77.2pp | 80.50%-66.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $981 | $4,890-79.9% | $4,624-78.8% | $4,379-77.6% |
| Participant deferral / active EE | $3,537 | $8,341-57.6% | $8,004-55.8% | $6,730-47.4% |
| Admin fee / account holder | $4,716 | $15,759-70.1% | $14,398-67.2% | $14,365-67.2% |