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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 | $66,474 | $154,228-56.9% | $145,433-54.3% | $137,256-51.6% |
| Participation rate | 35.7% | 83.8%-48.1pp | 82.1%-46.4pp | 80.0%-44.2pp |
| Annual return | 18.56% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $876 | $4,804-81.8% | $4,554-80.8% | $4,156-78.9% |
| Participant deferral / active EE | $4,194 | $8,216-49.0% | $7,897-46.9% | $6,407-34.5% |
| Admin fee / account holder | $421 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |