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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 | $71,145 | $178,174-60.1% | $156,181-54.4% | $137,256-48.2% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.8%-34.4pp | 80.0%-35.5pp |
| Annual return | 22.36% | 84.19%-61.8pp | 64.87%-42.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,841 | $4,972-63.0% | $4,294-57.1% | $4,156-55.7% |
| Participant deferral / active EE | $5,166 | $6,888-25.0% | $6,132-15.8% | $6,407-19.4% |
| Admin fee / account holder | $2,031 | $17,404-88.3% | $14,586-86.1% | $12,270-83.4% |