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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 | $58,015 | $178,174-67.4% | $156,181-62.9% | $137,256-57.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 14.75% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,566 | $4,972-68.5% | $4,294-63.5% | $4,156-62.3% |
| Participant deferral / active EE | $3,385 | $6,888-50.9% | $6,132-44.8% | $6,407-47.2% |
| Admin fee / account holder | $453 | $17,404-97.4% | $14,586-96.9% | $12,270-96.3% |