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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 | $27,128 | $111,535-75.7% | $105,223-74.2% | $137,256-80.2% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 15.75% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,213 | $3,939-43.8% | $3,689-40.0% | $4,156-46.7% |
| Participant deferral / active EE | $3,399 | $5,500-38.2% | $5,072-33.0% | $6,407-46.9% |
| Admin fee / account holder | $5,887 | $9,721-39.4% | $8,859-33.6% | $12,270-52.0% |