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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 | $36,672 | $154,228-76.2% | $145,433-74.8% | $137,256-73.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 21.02% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,273 | $4,804-73.5% | $4,554-72.0% | $4,156-69.4% |
| Participant deferral / active EE | $3,935 | $8,216-52.1% | $7,897-50.2% | $6,407-38.6% |
| Admin fee / account holder | $1,570 | $14,344-89.1% | $13,129-88.0% | $12,270-87.2% |