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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 | $90,707 | $178,174-49.1% | $156,181-41.9% | $137,256-33.9% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.8%-33.8pp | 80.0%-35.0pp |
| Annual return | 14.20% | 84.19%-70.0pp | 64.87%-50.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,478 | $4,972-70.3% | $4,294-65.6% | $4,156-64.4% |
| Participant deferral / active EE | $3,769 | $6,888-45.3% | $6,132-38.5% | $6,407-41.2% |
| Admin fee / account holder | $3,639 | $17,404-79.1% | $14,586-75.1% | $12,270-70.3% |