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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 | $35,811 | $101,618-64.8% | $93,063-61.5% | $137,256-73.9% |
| Participation rate | 63.6% | 74.9%-11.3pp | 72.1%-8.5pp | 80.0%-16.3pp |
| Annual return | 20.23% | 223.95%-203.7pp | 34.15%-13.9pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,262 | $2,707+20.5% | $2,476+31.8% | $4,156-21.5% |
| Participant deferral / active EE | $5,952 | $4,279+39.1% | $3,958+50.4% | $6,407-7.1% |
| Admin fee / account holder | $6,066 | $6,198-2.1% | $6,033+0.5% | $12,270-50.6% |