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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 | $46,710 | $162,136-71.2% | $152,301-69.3% | $154,746-69.8% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 20.83% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,790 | $4,890-63.4% | $4,624-61.3% | $4,379-59.1% |
| Participant deferral / active EE | $3,291 | $8,341-60.5% | $8,004-58.9% | $6,730-51.1% |
| Admin fee / account holder | $5,383 | $15,759-65.8% | $14,398-62.6% | $14,365-62.5% |