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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 | $49,790 | $162,136-69.3% | $152,301-67.3% | $154,746-67.8% |
| Participation rate | 30.0% | 84.1%-54.1pp | 82.4%-52.4pp | 80.7%-50.7pp |
| Annual return | 16.33% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,175 | $4,890-76.0% | $4,624-74.6% | $4,379-73.2% |
| Participant deferral / active EE | $4,274 | $8,341-48.8% | $8,004-46.6% | $6,730-36.5% |
| Admin fee / account holder | $3,828 | $15,759-75.7% | $14,398-73.4% | $14,365-73.3% |