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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 | $44,597 | $178,174-75.0% | $156,181-71.4% | $137,256-67.5% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.8%-14.5pp | 80.0%-15.7pp |
| Annual return | 15.65% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,675 | $4,972-66.3% | $4,294-61.0% | $4,156-59.7% |
| Participant deferral / active EE | $2,803 | $6,888-59.3% | $6,132-54.3% | $6,407-56.2% |
| Admin fee / account holder | $4,580 | $17,404-73.7% | $14,586-68.6% | $12,270-62.7% |