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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 | $37,823 | $172,111-78.0% | $150,298-74.8% | $137,256-72.4% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 23.23% | 69.37%-46.1pp | 62.79%-39.6pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,338 | $4,636-49.6% | $4,154-43.7% | $4,156-43.7% |
| Participant deferral / active EE | $4,586 | $6,166-25.6% | $5,453-15.9% | $6,407-28.4% |
| Admin fee / account holder | $326 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |