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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 | $53,827 | $142,354-62.2% | $125,529-57.1% | $155,188-65.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.7%-8.1pp | 80.8%-14.1pp |
| Annual return | 20.26% | 306.06%-285.8pp | 202.56%-182.3pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,531 | $3,501-56.3% | $3,058-49.9% | $4,248-64.0% |
| Participant deferral / active EE | $2,583 | $5,491-53.0% | $4,813-46.3% | $6,531-60.5% |
| Admin fee / account holder | $471 | $19,392-97.6% | $16,298-97.1% | $14,480-96.8% |