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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 | $38,992 | $97,125-59.9% | $86,233-54.8% | $137,256-71.6% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.0%-0.6pp | 80.0%-11.5pp |
| Annual return | 14.71% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,155 | $2,841-24.2% | $2,504-14.0% | $4,156-48.2% |
| Participant deferral / active EE | $4,360 | $5,180-15.8% | $4,559-4.4% | $6,407-31.9% |
| Admin fee / account holder | $2,467 | $9,725-74.6% | $8,342-70.4% | $12,270-79.9% |