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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 | $37,131 | $154,228-75.9% | $145,433-74.5% | $137,256-72.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 25.86% | 74.59%-48.7pp | 66.58%-40.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $4,074 | $4,804-15.2% | $4,554-10.5% | $4,156-2.0% |
| Participant deferral / active EE | $4,821 | $8,216-41.3% | $7,897-39.0% | $6,407-24.8% |
| Admin fee / account holder | $19,257 | $14,344+34.3% | $13,129+46.7% | $12,270+56.9% |