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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 | $97,043 | $178,174-45.5% | $156,181-37.9% | $137,256-29.3% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 28.33% | 84.19%-55.9pp | 64.87%-36.5pp | 220.34%-192.0pp |
| Employer contribution / active EE | $1,748 | $4,972-64.8% | $4,294-59.3% | $4,156-57.9% |
| Participant deferral / active EE | $2,949 | $6,888-57.2% | $6,132-51.9% | $6,407-54.0% |
| Admin fee / account holder | $19,654 | $17,404+12.9% | $14,586+34.7% | $12,270+60.2% |