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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 | $73,505 | $129,737-43.3% | $119,126-38.3% | $154,746-52.5% |
| Participation rate | 69.6% | 78.9%-9.3pp | 75.8%-6.2pp | 80.7%-11.1pp |
| Annual return | 23.57% | 379.08%-355.5pp | 282.11%-258.5pp | 172.34%-148.8pp |
| Employer contribution / active EE | $2,115 | $4,375-51.7% | $4,034-47.6% | $4,379-51.7% |
| Participant deferral / active EE | $3,348 | $5,842-42.7% | $5,318-37.0% | $6,730-50.3% |
| Admin fee / account holder | $2,397 | $11,961-80.0% | $10,693-77.6% | $14,365-83.3% |