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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 | $68,664 | $162,136-57.7% | $152,301-54.9% | $154,746-55.6% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 22.45% | 91.02%-68.6pp | 80.50%-58.0pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,662 | $4,890-66.0% | $4,624-64.1% | $4,379-62.0% |
| Participant deferral / active EE | $5,938 | $8,341-28.8% | $8,004-25.8% | $6,730-11.8% |
| Admin fee / account holder | $503 | $15,759-96.8% | $14,398-96.5% | $14,365-96.5% |