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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 | $87,185 | $156,398-44.3% | $147,318-40.8% | $138,895-37.2% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 18.53% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,105 | $4,853-77.2% | $4,593-75.9% | $4,194-73.6% |
| Participant deferral / active EE | $5,552 | $8,237-32.6% | $7,906-29.8% | $6,396-13.2% |
| Admin fee / account holder | $813 | $14,976-94.6% | $13,708-94.1% | $12,562-93.5% |