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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 | $20,849 | $70,366-70.4% | $66,674-68.7% | $138,895-85.0% |
| Participation rate | 69.6% | 76.2%-6.6pp | 73.7%-4.1pp | 79.9%-10.4pp |
| Annual return | 17.25% | 386.41%-369.2pp | 321.24%-304.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,873 | $2,765+3.9% | $2,620+9.7% | $4,194-31.5% |
| Participant deferral / active EE | $6,462 | $4,374+47.7% | $4,084+58.2% | $6,396+1.0% |
| Admin fee / account holder | $2,001 | $5,262-62.0% | $5,098-60.7% | $12,562-84.1% |