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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 | $154,228-48.5% | $145,433-45.4% | $137,256-42.2% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 15.77% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,185 | $4,804-75.3% | $4,554-74.0% | $4,156-71.5% |
| Participant deferral / active EE | $3,420 | $8,216-58.4% | $7,897-56.7% | $6,407-46.6% |
| Admin fee / account holder | $5,969 | $14,344-58.4% | $13,129-54.5% | $12,270-51.4% |