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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 | $162,136-60.4% | $152,301-57.8% | $154,746-58.5% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 15.13% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,099 | $4,890-77.5% | $4,624-76.2% | $4,379-74.9% |
| Participant deferral / active EE | $2,726 | $8,341-67.3% | $8,004-65.9% | $6,730-59.5% |
| Admin fee / account holder | $1,985 | $15,759-87.4% | $14,398-86.2% | $14,365-86.2% |