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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 | $46,170 | $178,174-74.1% | $156,181-70.4% | $137,256-66.4% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.8%-9.6pp | 80.0%-10.7pp |
| Annual return | 17.02% | 84.19%-67.2pp | 64.87%-47.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,269 | $4,972-54.4% | $4,294-47.2% | $4,156-45.4% |
| Participant deferral / active EE | $5,914 | $6,888-14.1% | $6,132-3.6% | $6,407-7.7% |
| Admin fee / account holder | $4,944 | $17,404-71.6% | $14,586-66.1% | $12,270-59.7% |