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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 | $89,748 | $154,228-41.8% | $145,433-38.3% | $137,256-34.6% |
| Participation rate | 34.8% | 83.8%-49.0pp | 82.1%-47.3pp | 80.0%-45.2pp |
| Annual return | 15.06% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,764 | $4,804-63.3% | $4,554-61.3% | $4,156-57.6% |
| Participant deferral / active EE | $3,094 | $8,216-62.3% | $7,897-60.8% | $6,407-51.7% |
| Admin fee / account holder | $3,516 | $14,344-75.5% | $13,129-73.2% | $12,270-71.3% |