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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 | $60,498 | $129,737-53.4% | $119,126-49.2% | $154,746-60.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 21.24% | 379.08%-357.8pp | 282.11%-260.9pp | 172.34%-151.1pp |
| Employer contribution / active EE | $3,473 | $4,375-20.6% | $4,034-13.9% | $4,379-20.7% |
| Participant deferral / active EE | $11,182 | $5,842+91.4% | $5,318+110.3% | $6,730+66.1% |
| Admin fee / account holder | $4,892 | $11,961-59.1% | $10,693-54.3% | $14,365-65.9% |