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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 | $31,396 | $111,535-71.9% | $105,223-70.2% | $137,256-77.1% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.0%-6.6pp | 80.0%-11.5pp |
| Annual return | 21.41% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,193 | $3,939-44.3% | $3,689-40.5% | $4,156-47.2% |
| Participant deferral / active EE | $3,532 | $5,500-35.8% | $5,072-30.4% | $6,407-44.9% |
| Admin fee / account holder | $579 | $9,721-94.0% | $8,859-93.5% | $12,270-95.3% |