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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 | $37,573 | $178,174-78.9% | $156,181-75.9% | $137,256-72.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 26.24% | 84.19%-57.9pp | 64.87%-38.6pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,433 | $4,972-71.2% | $4,294-66.6% | $4,156-65.5% |
| Participant deferral / active EE | $3,012 | $6,888-56.3% | $6,132-50.9% | $6,407-53.0% |
| Admin fee / account holder | $1,480 | $17,404-91.5% | $14,586-89.9% | $12,270-87.9% |