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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 | $40,179 | $156,398-74.3% | $147,318-72.7% | $138,895-71.1% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 79.9%-14.9pp |
| Annual return | 25.81% | 78.75%-52.9pp | 70.43%-44.6pp | 145.39%-119.6pp |
| Employer contribution / active EE | $2,061 | $4,853-57.5% | $4,593-55.1% | $4,194-50.9% |
| Participant deferral / active EE | $4,869 | $8,237-40.9% | $7,906-38.4% | $6,396-23.9% |
| Admin fee / account holder | $2,756 | $14,976-81.6% | $13,708-79.9% | $12,562-78.1% |