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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 | $64,202 | $154,228-58.4% | $145,433-55.9% | $137,256-53.2% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 15.13% | 74.59%-59.5pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,099 | $4,804-77.1% | $4,554-75.9% | $4,156-73.6% |
| Participant deferral / active EE | $2,726 | $8,216-66.8% | $7,897-65.5% | $6,407-57.4% |
| Admin fee / account holder | $1,985 | $14,344-86.2% | $13,129-84.9% | $12,270-83.8% |