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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 | $36,883 | $178,174-79.3% | $156,181-76.4% | $137,256-73.1% |
| Participation rate | 23.5% | 82.0%-58.5pp | 78.8%-55.3pp | 80.0%-56.4pp |
| Annual return | 21.93% | 84.19%-62.3pp | 64.87%-42.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,364 | $4,972-72.6% | $4,294-68.2% | $4,156-67.2% |
| Participant deferral / active EE | $3,390 | $6,888-50.8% | $6,132-44.7% | $6,407-47.1% |
| Admin fee / account holder | $7,722 | $17,404-55.6% | $14,586-47.1% | $12,270-37.1% |