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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 | $52,443 | $111,535-53.0% | $105,223-50.2% | $137,256-61.8% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 14.47% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,995 | $3,939-49.4% | $3,689-45.9% | $4,156-52.0% |
| Participant deferral / active EE | $3,703 | $5,500-32.7% | $5,072-27.0% | $6,407-42.2% |
| Admin fee / account holder | $2,520 | $9,721-74.1% | $8,859-71.5% | $12,270-79.5% |