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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 | $64,547 | $111,535-42.1% | $105,223-38.7% | $137,256-53.0% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 16.69% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,378 | $3,939-39.6% | $3,689-35.5% | $4,156-42.8% |
| Participant deferral / active EE | $7,251 | $5,500+31.8% | $5,072+43.0% | $6,407+13.2% |
| Admin fee / account holder | $3,471 | $9,721-64.3% | $8,859-60.8% | $12,270-71.7% |