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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 | $60,405 | $97,125-37.8% | $86,233-30.0% | $137,256-56.0% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.0%-7.1pp | 80.0%-18.1pp |
| Annual return | 17.09% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,335 | $2,841-17.8% | $2,504-6.8% | $4,156-43.8% |
| Participant deferral / active EE | $5,305 | $5,180+2.4% | $4,559+16.4% | $6,407-17.2% |
| Admin fee / account holder | $3,169 | $9,725-67.4% | $8,342-62.0% | $12,270-74.2% |