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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 | $37,535 | $178,174-78.9% | $156,181-76.0% | $137,256-72.7% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 22.15% | 84.19%-62.0pp | 64.87%-42.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,817 | $4,972-43.3% | $4,294-34.4% | $4,156-32.2% |
| Participant deferral / active EE | $4,996 | $6,888-27.5% | $6,132-18.5% | $6,407-22.0% |
| Admin fee / account holder | $2,053 | $17,404-88.2% | $14,586-85.9% | $12,270-83.3% |