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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 | $25,488 | $185,312-86.2% | $161,489-84.2% | $154,746-83.5% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 16.55% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,135 | $4,769-55.2% | $4,268-50.0% | $4,379-51.2% |
| Participant deferral / active EE | $4,492 | $6,350-29.3% | $5,630-20.2% | $6,730-33.3% |
| Admin fee / account holder | $1,503 | $18,654-91.9% | $16,006-90.6% | $14,365-89.5% |