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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 | $31,126 | $156,398-80.1% | $147,318-78.9% | $138,895-77.6% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 24.48% | 78.75%-54.3pp | 70.43%-46.0pp | 145.39%-120.9pp |
| Employer contribution / active EE | $1,574 | $4,853-67.6% | $4,593-65.7% | $4,194-62.5% |
| Participant deferral / active EE | $3,156 | $8,237-61.7% | $7,906-60.1% | $6,396-50.7% |
| Admin fee / account holder | $522 | $14,976-96.5% | $13,708-96.2% | $12,562-95.8% |