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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 | $50,578 | $178,174-71.6% | $156,181-67.6% | $137,256-63.2% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 11.66% | 84.19%-72.5pp | 64.87%-53.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,896 | $4,972-61.9% | $4,294-55.8% | $4,156-54.4% |
| Participant deferral / active EE | $3,884 | $6,888-43.6% | $6,132-36.7% | $6,407-39.4% |
| Admin fee / account holder | $7,796 | $17,404-55.2% | $14,586-46.6% | $12,270-36.5% |