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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 | $41,074 | $162,136-74.7% | $152,301-73.0% | $154,746-73.5% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 16.03% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $925 | $4,890-81.1% | $4,624-80.0% | $4,379-78.9% |
| Participant deferral / active EE | $3,155 | $8,341-62.2% | $8,004-60.6% | $6,730-53.1% |
| Admin fee / account holder | $774 | $15,759-95.1% | $14,398-94.6% | $14,365-94.6% |