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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 | $47,671 | $178,174-73.2% | $156,181-69.5% | $137,256-65.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 19.10% | 84.19%-65.1pp | 64.87%-45.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,761 | $4,972-64.6% | $4,294-59.0% | $4,156-57.6% |
| Participant deferral / active EE | $4,802 | $6,888-30.3% | $6,132-21.7% | $6,407-25.1% |
| Admin fee / account holder | $674 | $17,404-96.1% | $14,586-95.4% | $12,270-94.5% |