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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 | $37,442 | $178,174-79.0% | $156,181-76.0% | $137,256-72.7% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.8%-33.4pp | 80.0%-34.5pp |
| Annual return | 20.09% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,866 | $4,972-62.5% | $4,294-56.5% | $4,156-55.1% |
| Participant deferral / active EE | $5,525 | $6,888-19.8% | $6,132-9.9% | $6,407-13.8% |
| Admin fee / account holder | $671 | $17,404-96.1% | $14,586-95.4% | $12,270-94.5% |