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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 | $42,404 | $178,174-76.2% | $156,181-72.8% | $137,256-69.1% |
| Participation rate | 68.2% | 82.0%-13.9pp | 78.8%-10.6pp | 80.0%-11.8pp |
| Annual return | 21.87% | 84.19%-62.3pp | 64.87%-43.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,643 | $4,972-46.8% | $4,294-38.4% | $4,156-36.4% |
| Participant deferral / active EE | $5,036 | $6,888-26.9% | $6,132-17.9% | $6,407-21.4% |
| Admin fee / account holder | $3,368 | $17,404-80.7% | $14,586-76.9% | $12,270-72.6% |