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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 | $35,294 | $178,174-80.2% | $156,181-77.4% | $137,256-74.3% |
| Participation rate | 47.6% | 82.0%-34.4pp | 78.8%-31.2pp | 80.0%-32.3pp |
| Annual return | 23.37% | 84.19%-60.8pp | 64.87%-41.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,867 | $4,972-62.4% | $4,294-56.5% | $4,156-55.1% |
| Participant deferral / active EE | $3,368 | $6,888-51.1% | $6,132-45.1% | $6,407-47.4% |
| Admin fee / account holder | $729 | $17,404-95.8% | $14,586-95.0% | $12,270-94.1% |