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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 | $67,843 | $178,174-61.9% | $156,181-56.6% | $137,256-50.6% |
| Participation rate | 68.2% | 82.0%-13.9pp | 78.8%-10.6pp | 80.0%-11.8pp |
| Annual return | 14.64% | 84.19%-69.6pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,117 | $4,972-57.4% | $4,294-50.7% | $4,156-49.1% |
| Participant deferral / active EE | $4,000 | $6,888-41.9% | $6,132-34.8% | $6,407-37.6% |
| Admin fee / account holder | $1,827 | $17,404-89.5% | $14,586-87.5% | $12,270-85.1% |