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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 | $46,781 | $111,535-58.1% | $105,223-55.5% | $137,256-65.9% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 19.32% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,551 | $3,939+15.5% | $3,689+23.4% | $4,156+9.5% |
| Participant deferral / active EE | $6,359 | $5,500+15.6% | $5,072+25.4% | $6,407-0.7% |
| Admin fee / account holder | $318 | $9,721-96.7% | $8,859-96.4% | $12,270-97.4% |