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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 | $29,488 | $156,398-81.1% | $147,318-80.0% | $138,895-78.8% |
| Participation rate | 43.5% | 83.8%-40.3pp | 82.1%-38.6pp | 79.9%-36.4pp |
| Annual return | 19.61% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,330 | $4,853-72.6% | $4,593-71.0% | $4,194-68.3% |
| Participant deferral / active EE | $3,016 | $8,237-63.4% | $7,906-61.9% | $6,396-52.9% |
| Admin fee / account holder | $655 | $14,976-95.6% | $13,708-95.2% | $12,562-94.8% |