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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 | $49,451 | $162,136-69.5% | $152,301-67.5% | $154,746-68.0% |
| Participation rate | 35.0% | 84.1%-49.1pp | 82.4%-47.4pp | 80.7%-45.7pp |
| Annual return | 17.83% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,165 | $4,890-76.2% | $4,624-74.8% | $4,379-73.4% |
| Participant deferral / active EE | $2,883 | $8,341-65.4% | $8,004-64.0% | $6,730-57.2% |
| Admin fee / account holder | $1,646 | $15,759-89.6% | $14,398-88.6% | $14,365-88.5% |