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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 | $40,953 | $178,174-77.0% | $156,181-73.8% | $137,256-70.2% |
| Participation rate | 41.2% | 82.0%-40.9pp | 78.8%-37.7pp | 80.0%-38.8pp |
| Annual return | 18.35% | 84.19%-65.8pp | 64.87%-46.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,318 | $4,972-73.5% | $4,294-69.3% | $4,156-68.3% |
| Participant deferral / active EE | $2,869 | $6,888-58.3% | $6,132-53.2% | $6,407-55.2% |
| Admin fee / account holder | $2,737 | $17,404-84.3% | $14,586-81.2% | $12,270-77.7% |