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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 | $40,259 | $132,099-69.5% | $115,599-65.2% | $138,895-71.0% |
| Participation rate | 68.4% | 77.9%-9.4pp | 74.3%-5.9pp | 79.9%-11.5pp |
| Annual return | 14.17% | 176.76%-162.6pp | 111.10%-96.9pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,596 | $3,416-24.0% | $2,955-12.1% | $4,194-38.1% |
| Participant deferral / active EE | $5,730 | $5,617+2.0% | $4,889+17.2% | $6,396-10.4% |
| Admin fee / account holder | $3,101 | $15,650-80.2% | $12,841-75.8% | $12,562-75.3% |