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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 | $30,852 | $129,737-76.2% | $119,126-74.1% | $154,746-80.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 23.58% | 379.08%-355.5pp | 282.11%-258.5pp | 172.34%-148.8pp |
| Employer contribution / active EE | $2,074 | $4,375-52.6% | $4,034-48.6% | $4,379-52.6% |
| Participant deferral / active EE | $4,579 | $5,842-21.6% | $5,318-13.9% | $6,730-32.0% |
| Admin fee / account holder | $553 | $11,961-95.4% | $10,693-94.8% | $14,365-96.1% |