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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 | $36,411 | $111,535-67.4% | $105,223-65.4% | $137,256-73.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 20.20% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,404 | $3,939-39.0% | $3,689-34.8% | $4,156-42.2% |
| Participant deferral / active EE | $5,908 | $5,500+7.4% | $5,072+16.5% | $6,407-7.8% |
| Admin fee / account holder | $2,473 | $9,721-74.6% | $8,859-72.1% | $12,270-79.8% |