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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 | $156,398-58.9% | $147,318-56.4% | $138,895-53.8% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 15.13% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,099 | $4,853-77.4% | $4,593-76.1% | $4,194-73.8% |
| Participant deferral / active EE | $2,726 | $8,237-66.9% | $7,906-65.5% | $6,396-57.4% |
| Admin fee / account holder | $1,985 | $14,976-86.7% | $13,708-85.5% | $12,562-84.2% |