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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 | $44,500 | $156,398-71.5% | $147,318-69.8% | $138,895-68.0% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 12.29% | 78.75%-66.5pp | 70.43%-58.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,160 | $4,853-76.1% | $4,593-74.7% | $4,194-72.3% |
| Participant deferral / active EE | $2,622 | $8,237-68.2% | $7,906-66.8% | $6,396-59.0% |
| Admin fee / account holder | $4,348 | $14,976-71.0% | $13,708-68.3% | $12,562-65.4% |