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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 | $20,437 | $117,444-82.6% | $99,479-79.5% | $152,909-86.6% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.5%-22.5pp |
| Annual return | 25.49% | 31.87%-6.4pp | 30.72%-5.2pp | 345.46%-320.0pp |
| Employer contribution / active EE | $2,322 | $3,014-23.0% | $2,540-8.6% | $4,764-51.3% |
| Participant deferral / active EE | $4,548 | $4,086+11.3% | $3,619+25.7% | $5,851-22.3% |
| Admin fee / account holder | $3,175 | $7,635-58.4% | $6,253-49.2% | $11,601-72.6% |