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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 | $62,921 | $102,638-38.7% | $81,982-23.3% | $158,982-60.4% |
| Participation rate | 42.9% | 75.5%-32.7pp | 69.3%-26.4pp | 82.0%-39.1pp |
| Annual return | 20.64% | 61.05%-40.4pp | 41.31%-20.7pp | 302.99%-282.4pp |
| Employer contribution / active EE | $3,100 | $3,241-4.3% | $2,498+24.1% | $4,763-34.9% |
| Participant deferral / active EE | $5,434 | $4,649+16.9% | $3,722+46.0% | $5,983-9.2% |
| Admin fee / account holder | $423 | $8,237-94.9% | $5,665-92.5% | $11,252-96.2% |