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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 | $39,839 | $172,111-76.9% | $150,298-73.5% | $137,256-71.0% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 15.95% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,077 | $4,636-76.8% | $4,154-74.1% | $4,156-74.1% |
| Participant deferral / active EE | $3,681 | $6,166-40.3% | $5,453-32.5% | $6,407-42.6% |
| Admin fee / account holder | $645 | $16,471-96.1% | $14,116-95.4% | $12,270-94.7% |