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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 | $62,817 | $178,174-64.7% | $156,181-59.8% | $137,256-54.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 17.25% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,571 | $4,972-68.4% | $4,294-63.4% | $4,156-62.2% |
| Participant deferral / active EE | $3,827 | $6,888-44.4% | $6,132-37.6% | $6,407-40.3% |
| Admin fee / account holder | $592 | $17,404-96.6% | $14,586-95.9% | $12,270-95.2% |