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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 | $76,521 | $114,119-32.9% | $107,187-28.6% | $138,895-44.9% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 79.9%-43.6pp |
| Annual return | 20.60% | 273.21%-252.6pp | 204.55%-183.9pp | 145.39%-124.8pp |
| Employer contribution / active EE | $933 | $4,059-77.0% | $3,782-75.3% | $4,194-77.8% |
| Participant deferral / active EE | $3,215 | $5,538-41.9% | $5,096-36.9% | $6,396-49.7% |
| Admin fee / account holder | $625 | $10,024-93.8% | $9,162-93.2% | $12,562-95.0% |