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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 | $44,287 | $178,174-75.1% | $156,181-71.6% | $137,256-67.7% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.8%-10.1pp | 80.0%-11.2pp |
| Annual return | 18.65% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,425 | $4,972-71.3% | $4,294-66.8% | $4,156-65.7% |
| Participant deferral / active EE | $3,040 | $6,888-55.9% | $6,132-50.4% | $6,407-52.6% |
| Admin fee / account holder | $941 | $17,404-94.6% | $14,586-93.5% | $12,270-92.3% |