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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 | $25,714 | $72,071-64.3% | $68,368-62.4% | $137,256-81.3% |
| Participation rate | 69.6% | 76.2%-6.7pp | 73.8%-4.2pp | 80.0%-10.4pp |
| Annual return | 17.75% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,017 | $2,788-63.5% | $2,649-61.6% | $4,156-75.5% |
| Participant deferral / active EE | $6,198 | $4,410+40.6% | $4,123+50.3% | $6,407-3.3% |
| Admin fee / account holder | $4,738 | $5,336-11.2% | $5,150-8.0% | $12,270-61.4% |