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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 | $73,291 | $178,174-58.9% | $156,181-53.1% | $137,256-46.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 11.03% | 84.19%-73.2pp | 64.87%-53.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,270 | $4,972-74.4% | $4,294-70.4% | $4,156-69.4% |
| Participant deferral / active EE | $3,585 | $6,888-47.9% | $6,132-41.5% | $6,407-44.0% |
| Admin fee / account holder | $10,877 | $17,404-37.5% | $14,586-25.4% | $12,270-11.4% |