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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 | $87,264 | $178,174-51.0% | $156,181-44.1% | $137,256-36.4% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.8%-42.5pp | 80.0%-43.6pp |
| Annual return | 15.47% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,969 | $4,972-60.4% | $4,294-54.1% | $4,156-52.6% |
| Participant deferral / active EE | $3,479 | $6,888-49.5% | $6,132-43.3% | $6,407-45.7% |
| Admin fee / account holder | $3,402 | $17,404-80.5% | $14,586-76.7% | $12,270-72.3% |