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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 | $33,850 | $178,174-81.0% | $156,181-78.3% | $137,256-75.3% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 22.95% | 84.19%-61.2pp | 64.87%-41.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,644 | $4,972-66.9% | $4,294-61.7% | $4,156-60.4% |
| Participant deferral / active EE | $3,976 | $6,888-42.3% | $6,132-35.2% | $6,407-37.9% |
| Admin fee / account holder | $315 | $17,404-98.2% | $14,586-97.8% | $12,270-97.4% |