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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 | $70,776 | $178,174-60.3% | $156,181-54.7% | $137,256-48.4% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.8%-17.7pp | 80.0%-18.8pp |
| Annual return | 17.61% | 84.19%-66.6pp | 64.87%-47.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,087 | $4,972-58.0% | $4,294-51.4% | $4,156-49.8% |
| Participant deferral / active EE | $2,909 | $6,888-57.8% | $6,132-52.6% | $6,407-54.6% |
| Admin fee / account holder | $405 | $17,404-97.7% | $14,586-97.2% | $12,270-96.7% |