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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 | $61,634 | $111,535-44.7% | $105,223-41.4% | $137,256-55.1% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 19.70% | 237.85%-218.2pp | 180.65%-160.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,734 | $3,939-30.6% | $3,689-25.9% | $4,156-34.2% |
| Participant deferral / active EE | $5,469 | $5,500-0.6% | $5,072+7.8% | $6,407-14.6% |
| Admin fee / account holder | $2,252 | $9,721-76.8% | $8,859-74.6% | $12,270-81.6% |