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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 | $34,861 | $178,174-80.4% | $156,181-77.7% | $137,256-74.6% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.8%-10.4pp | 80.0%-11.5pp |
| Annual return | 16.18% | 84.19%-68.0pp | 64.87%-48.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,934 | $4,972-41.0% | $4,294-31.7% | $4,156-29.4% |
| Participant deferral / active EE | $4,411 | $6,888-36.0% | $6,132-28.1% | $6,407-31.2% |
| Admin fee / account holder | $2,677 | $17,404-84.6% | $14,586-81.6% | $12,270-78.2% |