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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 | $38,275 | $154,228-75.2% | $145,433-73.7% | $137,256-72.1% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 19.33% | 74.59%-55.3pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,398 | $4,804-50.1% | $4,554-47.3% | $4,156-42.3% |
| Participant deferral / active EE | $5,081 | $8,216-38.2% | $7,897-35.7% | $6,407-20.7% |
| Admin fee / account holder | $3,663 | $14,344-74.5% | $13,129-72.1% | $12,270-70.1% |