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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 | $68,272 | $178,174-61.7% | $156,181-56.3% | $137,256-50.3% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 17.67% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,633 | $4,972-47.0% | $4,294-38.7% | $4,156-36.6% |
| Participant deferral / active EE | $6,058 | $6,888-12.0% | $6,132-1.2% | $6,407-5.4% |
| Admin fee / account holder | $21,008 | $17,404+20.7% | $14,586+44.0% | $12,270+71.2% |