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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 | $26,400 | $111,535-76.3% | $105,223-74.9% | $137,256-80.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 20.85% | 237.85%-217.0pp | 180.65%-159.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,358 | $3,939-40.2% | $3,689-36.1% | $4,156-43.3% |
| Participant deferral / active EE | $6,035 | $5,500+9.7% | $5,072+19.0% | $6,407-5.8% |
| Admin fee / account holder | $1,343 | $9,721-86.2% | $8,859-84.8% | $12,270-89.1% |