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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 | $36,710 | $178,174-79.4% | $156,181-76.5% | $137,256-73.3% |
| Participation rate | 56.5% | 82.0%-25.5pp | 78.8%-22.3pp | 80.0%-23.4pp |
| Annual return | 40.45% | 84.19%-43.7pp | 64.87%-24.4pp | 220.34%-179.9pp |
| Employer contribution / active EE | $1,853 | $4,972-62.7% | $4,294-56.8% | $4,156-55.4% |
| Participant deferral / active EE | $4,555 | $6,888-33.9% | $6,132-25.7% | $6,407-28.9% |
| Admin fee / account holder | $332 | $17,404-98.1% | $14,586-97.7% | $12,270-97.3% |