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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 | $27,392 | $169,336-83.8% | $129,384-78.8% | $145,884-81.2% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 14.70% | 14408.70%-14394.0pp | 9461.77%-9447.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,426 | $5,540-56.2% | $4,153-41.6% | $4,662-48.0% |
| Participant deferral / active EE | $4,190 | $4,985-15.9% | $4,166+0.6% | $6,690-37.4% |
| Admin fee / account holder | $2,490 | $9,912-74.9% | $7,686-67.6% | $13,392-81.4% |