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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 | $41,960 | $178,174-76.5% | $156,181-73.1% | $137,256-69.4% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.8%-14.1pp | 80.0%-15.3pp |
| Annual return | 31.28% | 84.19%-52.9pp | 64.87%-33.6pp | 220.34%-189.1pp |
| Employer contribution / active EE | $2,110 | $4,972-57.6% | $4,294-50.9% | $4,156-49.2% |
| Participant deferral / active EE | $3,733 | $6,888-45.8% | $6,132-39.1% | $6,407-41.7% |
| Admin fee / account holder | $501 | $17,404-97.1% | $14,586-96.6% | $12,270-95.9% |