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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 | $79,388 | $162,136-51.0% | $152,301-47.9% | $154,746-48.7% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 15.77% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,185 | $4,890-75.8% | $4,624-74.4% | $4,379-72.9% |
| Participant deferral / active EE | $3,420 | $8,341-59.0% | $8,004-57.3% | $6,730-49.2% |
| Admin fee / account holder | $5,969 | $15,759-62.1% | $14,398-58.5% | $14,365-58.4% |