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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 | $59,765 | $156,398-61.8% | $147,318-59.4% | $138,895-57.0% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.1pp | 79.9%-27.0pp |
| Annual return | 18.54% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,258 | $4,853-74.1% | $4,593-72.6% | $4,194-70.0% |
| Participant deferral / active EE | $4,128 | $8,237-49.9% | $7,906-47.8% | $6,396-35.5% |
| Admin fee / account holder | $451 | $14,976-97.0% | $13,708-96.7% | $12,562-96.4% |