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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 | $46,710 | $154,228-69.7% | $145,433-67.9% | $137,256-66.0% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 20.83% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,790 | $4,804-62.7% | $4,554-60.7% | $4,156-56.9% |
| Participant deferral / active EE | $3,291 | $8,216-60.0% | $7,897-58.3% | $6,407-48.6% |
| Admin fee / account holder | $5,383 | $14,344-62.5% | $13,129-59.0% | $12,270-56.1% |