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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 | $71,353 | $181,062-60.6% | $158,223-54.9% | $155,188-54.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 17.49% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,345 | $4,565-70.5% | $4,109-67.3% | $4,248-68.3% |
| Participant deferral / active EE | $3,032 | $6,134-50.6% | $5,467-44.5% | $6,531-53.6% |
| Admin fee / account holder | $1,482 | $18,825-92.1% | $16,047-90.8% | $14,480-89.8% |