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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 | $55,517 | $111,535-50.2% | $105,223-47.2% | $137,256-59.6% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 24.40% | 237.85%-213.5pp | 180.65%-156.3pp | 220.34%-195.9pp |
| Employer contribution / active EE | $3,265 | $3,939-17.1% | $3,689-11.5% | $4,156-21.4% |
| Participant deferral / active EE | $7,493 | $5,500+36.2% | $5,072+47.7% | $6,407+17.0% |
| Admin fee / account holder | $1,882 | $9,721-80.6% | $8,859-78.8% | $12,270-84.7% |