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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 | $81,795 | $178,174-54.1% | $156,181-47.6% | $137,256-40.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 20.24% | 84.19%-64.0pp | 64.87%-44.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,048 | $4,972-58.8% | $4,294-52.3% | $4,156-50.7% |
| Participant deferral / active EE | $3,764 | $6,888-45.3% | $6,132-38.6% | $6,407-41.2% |
| Admin fee / account holder | $315 | $17,404-98.2% | $14,586-97.8% | $12,270-97.4% |