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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 | $77,367 | $162,136-52.3% | $152,301-49.2% | $154,746-50.0% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 20.15% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,738 | $4,890-64.5% | $4,624-62.4% | $4,379-60.3% |
| Participant deferral / active EE | $4,952 | $8,341-40.6% | $8,004-38.1% | $6,730-26.4% |
| Admin fee / account holder | $1,098 | $15,759-93.0% | $14,398-92.4% | $14,365-92.4% |