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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 | $41,603 | $178,174-76.7% | $156,181-73.4% | $137,256-69.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 18.07% | 84.19%-66.1pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,512 | $4,972-29.4% | $4,294-18.2% | $4,156-15.5% |
| Participant deferral / active EE | $5,911 | $6,888-14.2% | $6,132-3.6% | $6,407-7.7% |
| Admin fee / account holder | $10,022 | $17,404-42.4% | $14,586-31.3% | $12,270-18.3% |