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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 | $36,882 | $178,174-79.3% | $156,181-76.4% | $137,256-73.1% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 20.96% | 84.19%-63.2pp | 64.87%-43.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,860 | $4,972-62.6% | $4,294-56.7% | $4,156-55.3% |
| Participant deferral / active EE | $4,694 | $6,888-31.9% | $6,132-23.5% | $6,407-26.7% |
| Admin fee / account holder | $10,875 | $17,404-37.5% | $14,586-25.4% | $12,270-11.4% |