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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 | $69,320 | $178,174-61.1% | $156,181-55.6% | $137,256-49.5% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.8%-9.6pp | 80.0%-10.7pp |
| Annual return | 14.08% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,097 | $4,972-77.9% | $4,294-74.5% | $4,156-73.6% |
| Participant deferral / active EE | $2,479 | $6,888-64.0% | $6,132-59.6% | $6,407-61.3% |
| Admin fee / account holder | $3,497 | $17,404-79.9% | $14,586-76.0% | $12,270-71.5% |